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colefp.bsky.social
@colefp.bsky.social
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colefp.bsky.social
We enjoyed this conversation and honored to help out with it.

www.wvtm13.com/article/alab...
Birmingham residents voice retirement concerns amid economic uncertainty
Birmingham residents express unease about retirement savings, highlighting the need for personalized financial planning during uncertain economic times.
www.wvtm13.com
June 24, 2025 at 9:26 PM
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
colefp.bsky.social
Who dis?
www.wvtm13.com/article/how-...
Local financial advisor shares how to navigate turbulent stock market
A Birmingham-area financial advisor shares what your money is doing when the market sees ups and downs
www.wvtm13.com
March 24, 2025 at 9:29 PM
colefp.bsky.social
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
colefp.bsky.social
Something to remember as you struggle with your resolutions.
January 8, 2025 at 3:38 PM