Resources — ColeFP and Wealth Managment, Inc.

Posts by Scott Cole

Tax Prepartion Time- 4 Things to Remember

Newsletter, Taxes, VideoScott ColeJanuary 26, 2024taxes, qcd, ira, tax review, tax planning, tips, newsletterComment

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

Little and Often

Life seems to happen so fast, we dismiss the value of being slow.

Newsletter, Personal Finance, Psychology of MoneyScott ColeJanuary 23, 2021Scarcity, turtle, hare, aesop fable, compounding, mortgage, pace of life, procrastination, race, debt management, investing, estate planning, writing, intentionalityComment

Investing Under the Influence

Behavioral Finance, Newsletter, PersonalScott ColeAugust 29, 2020Influence, Reading, Social Media, Virus, Bitcoin, Gold, Stock Market, Bonds, MentorComment

Benchmarks and the only return that matters

Benchmarks and the only return that matters

Work Hard, Be Kind and Make Choices….Repeat

Work Hard, Be Kind and Make Choices….Repeat

Kids and Money, Goals, Social, TechnologyScott ColeMay 30, 2020Work, Kindness, Decisions, Parenting, financial advice, Technology, Wendell BerryComment

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

Covid-19 and the 5 Stages of Grief

Personal, SocialScott ColeMay 2, 2020Covid-19, Grief, Acceptance, Newness, Stat, CoronavirusComment

Sometimes you can wait to open your statements

Sometimes you can wait to open your statements

There is a unique weariness to waiting.

Newsletter, Psychology of MoneyScott ColeMarch 29, 2020Statements, Waiting, Coronavirus, Markets, Jobs, Money, Unemployement, VaccineComment

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

Fun Start to the Year/Decade

MediaScott ColeJanuary 9, 2020press, Questions, Stock Market, 2020, GeoPolitics, Retirement Funds, NBCNews, CNBC, Forbes, Hourly Planning, Financial MediaComment

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

Having "the talk" with my daughter

Behavioral Finance, Investments, Kids and Money, Psychology of Money, Saving and InvestingScott ColeFebruary 15, 2019Presidents Day, Women and Investing, Dads and Daughters, Referential Bias, Bird and BeesComment

Why even advisors need advisors

Investments, Newsletter, Behavioral FinanceScott ColeFebruary 1, 2019Expectations, Fee Only Financial Planning, Snow, Snowday, Deep South, Robo, Advice, capitalism, InvestingComment

S&P enters a correction, what now?

Behavioral Finance, Newsletter, Saving and InvestingScott ColeOctober 26, 2018Investing, Market Timing, Bear Market, Correction, LifeComment

Should Savings Really Be Delayed Gratification?

What would have happen if we started to believe:

To save is to be grateful there is money to save?
To save is to celebrate the resistance of the myth of consumptive satisfaction?
To save is acknowledgement of life being lived in abundance?

Personal Finance, Saving and InvestingScott ColeSeptember 13, 2018Jonathan Clements, Savings, Abundance, Scarcity, Wall Street Journal, Debt, Spending, Consumerism, Financial Media, Gratitude, Delayed GratificationComment

Reading the Plum Leaves

Behavioral Finance, Investments, NewsletterScott ColeAugust 3, 2018Trees, Market Cycles, Foresight, Hindsight, Market TimingComment