Resources — ColeFP and Wealth Managment, Inc.

I often feel out of place

I often feel out of place

Personal Finance, Newsletter, FiduciaryScott ColeJune 12, 2018Gratitude, Introvert, Awkward, Client CareComment

What the Yanny/Laurel Brush Up Teaches Us about Investing

Behavioral Finance, Newsletter, TechnologyScott ColeJune 1, 2018Behavioral Finance, Biases, Investing, InternetComment

A Financial Planning Story

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

October is "Living Securely in a Digital World" Month!

Guest UserOctober 4, 2017Comment

Home Buying Advice: Qualifying for a Mortgage vs What You Can Really Afford

Home Buying Advice: Qualifying for a Mortgage vs What You Can Really Afford

Debt Management, Personal FinanceGuest UserJuly 20, 2017mortgage, expenses, home buyingComment

How can a Fee-Only Financial Planner help me?

Personal Finance, Money ManagementGuest UserMay 21, 2017fee-only, financial plannerComment

“Budget” and “Cash Flow”: Why these should not be considered dirty words

Guest UserApril 19, 2017Comment

Adviser Compensation and Conflicts of Interest

Fiduciary, Investments, Personal FinanceGuest UserMarch 5, 2017Investing, financial advice, Hiring advisor, Fiduciary, Financial planningComment

Saving and Investing Tips for the Control Freak

Guest UserFebruary 12, 2017taxes, Investing, expensesComment

Your Actively Managed Fund May Be Costing You More Than You Think

InvestmentsGuest UserJanuary 29, 2017Investing, mutual fund, expensesComment

Who is on your team?

Promotions, VideoScott ColeJanuary 25, 2017YouTube, Goalsetting, soccerComment

Should you use a debit card?

Should you use a debit card?

Guest UserDecember 29, 2016Comment

Dimensional Fund Advisors on Independent Advice

Money Management, VideoScott ColeAugust 10, 2016Independent, objective, DFA, Weston WellingtonComment

Getting There Newsletter Carousel!!!

Kids and Money, Newsletter, Personal FinanceScott ColeAugust 5, 2016Netflix, Summer, Olympics, 401(k)Comment

To Be or Not to Be....A Burden on Your Children

Guest UserMay 16, 2016Comment

Attempting to Quantify the Value of Financial Advice

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

DFA on Staying the Course

Behavioral Finance, Investments, Money Management, VideoScott ColeNovember 23, 2015Investing, DFAComment

Here's some neat articles I read this week

Scott ColeSeptember 18, 2015retirement, Technology, health, digital assistant, AssumptionsComment

Introducing the ColeFP Reading Library

Scott ColeJune 19, 2015Seniors, Middle Class, Technology, Retirement, Minimum Wage, Exercise, Fathers, MoneyComment