colefp.bsky.social
@colefp.bsky.social
It is April Fools Day, but it is also our birthday and today we are 20!

20 years of serving clients where ever they were in life. Thanks to everyone who has made this birthday possible. #anniversary #financialplanning #feeonly
April 1, 2025 at 12:57 PM
Hey we know one of those CFP® mentioned in this article! www.aarp.org/money/retire...
Is It Time to Retire These Retirement 'Rules'?
Why the conventional wisdom on saving, spending and Social Security isn’t always right
www.aarp.org
March 17, 2025 at 9:14 PM
Something to remember as you struggle with your resolutions.
January 8, 2025 at 3:38 PM