Planning — Resources — ColeFP and Wealth Managment, Inc.

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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

Reader Mailbag: Is the Market Overvalued and other stuff

Reader Mailbag: Is the Market Overvalued and other stuff

Investments, Newsletter, Planning, Psychology of Money, GoalsScott ColeFebruary 13, 2021valuations, Markets, Market Timing, Narratives, Burton Malkiel, Cathie Wood, dog, foo fighters, investing, EnoughComment

US Interstate I-20/59 and the Surprises of Life

US Interstate I-20/59 and the Surprises of Life

Planning, Newsletter, MediaScott ColeJanuary 24, 202020/59, Surprise, Uncertainty, Predictions, Expectations, stock, Economy, Elections, FutureComment

A Financial Planning Story

Newsletter, Personal Finance, PlanningScott ColeFebruary 2, 2018Financial planning, Real Life, Decisions, disappointment, OpportunityComment

Attempting to Quantify the Value of Financial Advice

Behavioral Finance, Personal Finance, PlanningScott ColeFebruary 11, 2016advisoralpha, value, financial advice, kitces, vanguardComment

Snarky Answer to Important ?

Newsletter, Personal Finance, PlanningScott ColeNovember 3, 2014Merrill Lyncy, Wirehouse, Fiduciary, RIA, Financial planning, Hiring advisorComment

Congrats to Luke Hanson!

Video, PlanningScott ColeSeptember 17, 2014Contests, Alabama Football, TicketgiveawayComment

Avoiding Death Bed Regrets

Avoiding Death Bed Regrets

Jane McGonigal shares the top five regrets of the dying.

Aging, PlanningScott ColeJuly 18, 2014video, gaming, life planning, garret planning network, life expectancyComment

Too Soon? Have we forgotten 2008-2009?

Behavioral Finance, PlanningScott ColeJanuary 7, 2014resolutions, forgetfulness, recency biasComment