Commentary
Articles, Editorials, News, and Other Timely Information
For upcoming events, see the Events page on this website.
Cole Financial Consulting, LLC in the media:
- Kiplinger's Retirement Report: Find Managed Funds to Beat the Index
- Kiplinger's Retirement Report: Look at Dividend-Paying ETF for Income
- Financial Planning Magazine: You Say Potato, I Say Value
- New Mexico Marketplace: Get Your Life in Order in 2012
Here are several articles that you may find of interest. Be sure to speak with me or another financial professional about your particular situation in regard to these topics.
- When to collect Social Security is a decision that should be made with care. Know the rules and make an informed choice. (Learn More)
- Long term care costs are a risk that we face in our later years. The key is to make an informed choice between self-insuring and buying LTC insurance. (Learn More)
- Thinking about retiring? Some serious preparation, financial and otherwise, is in order. (Learn More)
- Many individuals are tightening their belts these days. A spending plan, more commonly referred to as a budget, can be an important tool to prioritize and reduce your spending. (Learn More)
- It’s important to know your investment options and your true tolerance for risk. Even if you delegate management of your investments, you will benefit from a solid understanding of the basics. (Learn More)
- Financial planning often focuses on the goal of retiring. But retirement is already a fact for many people. If that describes you, here’s an article on required minimum distributions for your retirement accounts. (Learn More)
- A legislated reduction in tax deductions or an increase in marginal tax rates could make now a good time to convert your traditional IRA into a Roth IRA. The move is not right for everyone but it may be right for you. (Learn More)
- We all have an estate plan, whether it be a written plan that specifically addresses our wishes, or a plan that will be dictated by our state’s probate process. The first choice is much better! (Learn More) Remember that unmarried couples have special estate planning needs. (Learn More)
And here is my list of recommended books and magazines. (Recommended Reading)
Please check back for future postings to this page.