Financial Planning — Resources — ColeFP and Wealth Managment, Inc.

Posts in Financial Planning

10 Financial Statements to Live By

10 Financial Statements to Live By

Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral FinanceScott ColeApril 24, 2021personal finance, Savings, Advice, Philosophical, Oscar Wilde, Conservative, Progressive, Change, RetirementComment

Some weeks we just feel things

Some weeks we just feel things

Personal, Personal Finance, Psychology of Money, Financial PlanningScott ColeMay 16, 2020Covid-19, Guilt, Gratitude, N, investments, PPP, SBA, productivityComment

The most important 2 minutes of my financial day

The most important 2 minutes of my financial day

It take me maybe 2 minutes every morning to track my expenses.

Financial PlanningScott ColeSeptember 30, 2019Cash Flow, Newsletter, Saving, Spending, Giving, TwoMinutes, Quicken, Expense Planning, PersonalComment

Big Financial Decisions- Managing Data and Emotions

Big Financial Decisions- Managing Data and Emotions

There is no amount of data sufficient to remove the emotions from a financial decision.

Behavioral Finance, Financial PlanningScott ColeJuly 26, 2019books, housing, emotions, dataComment

The Fiduciary Duty – Why is it so difficult?

The Fiduciary Duty – Why is it so difficult?

Fiduciary, Financial Planning, InvestmentsGuest UserJune 5, 2019Comment

Can I go to college on a budget?

Can I go to college on a budget?

Video, Financial PlanningGuest UserJanuary 11, 2019College Education, Paying for CollegeComment

My CFP® Journey - A personal story

My CFP® Journey - A personal story

Personal, Financial Planning, GoalsGuest UserNovember 12, 2018ColeFPComment