Cole Wealth Management

"Last I looked, the pyramids have stairs”-
I use that phrase a lot, taught to me by my first Advisor Leader. He would tell this to clients in our first meeting. The context is, that we can’t wait for our Exit from work to fulfill our recreation aspirations. Good health, let alone tomorrow, is not promised.
Here at CWM we NEVER lose sight of our clients' recreational aspirations. The "bucket list" of achievements desired after exit from career and daily work.
Make space in your flow for current and future experiences.
This is the La Giralda Tower and Seville Cathedral. It’s the third largest in the world and originally was a mosque. The cathedral is 11,500sq’ and the tower is 37 floors to the top. The view of Seville is breathtaking!
Yes, The pyramids have stairs. 😏 Let's make a plan today! 😀

You really should be saving for this. No seriously, ask me how Bob Di 480-212-2378 ... really "/

It's no secret that there are large recessionary concerns for 2023. This article gives some ideas towards managing the turmoil. Need some other ideas? I'm always open for a no hassle talk 480-275-6354 x 103 .

Building Wealth During Inflation: Rebelling the Good Way Building wealth during inflation might seem like an impossible task unless you study the market and set out to build your portfolio.

As we approach the end of 2022, you may be preparing to fulfill your tax obligations for the year. Here’s some advice to consider before making any year-end tax moves.

What smart strategies can lower your tax bill as year-end approaches? Read this before making any tax moves. It appears that there won’t be any significant tax increases that will take effect this year or next year -- that's good news for taxpayers.

Knowledge of financial topics like saving, budgeting, and borrowing can empower you to reach your goals and protect your interests. Read why achieving at least a basic level of financial literacy is so important.

Why does financial literacy matter? Learning about spending, saving, investing, borrowing and protecting your money allows you to meet goals like buying a home or taking vacations.

When it comes to managing your personal finances, there’s no shortage of “advice” out there. But not all of it should be treated as gospel. Take a look through some of these common myths surrounding personal finance.

Are You Falling for These Personal Finance Myths? Close up of unrecognizable woman using calculator while going through bills and home finances. There’s misinformation floating around in the 2020s. Maybe the reason for... Here are some of today's top personal finance myths, along with the correct information about each one.

Most CIO’s I am following claim that “cash is NOT trash” during this market environment. True, if your investment timeline is greater than 10 years and you have a strong stomach for volatility, opportunities abound. Yet, for those willing to wait for calmer waters finally there is some gain to be earned on your safe haven cash. Considering a 1 year treasury currently will lock your money up for 3.8% some of these rates without fees can be attractive.

The best high-yield savings accounts to build your wealth Make your money work for you.

Over the years I've met many parents with vairous points of view. All valid from their own experience. However It's simple, you can't take a loan out for retirement. Want to save for both and minimize taxes? What's your strategy? Let's chat.

Your 401(k) isn’t a college fund. Here’s a guide to paying for your kid’s education without sacrificing retirement. Many parents think that tapping or stalling retirement savings is a good way to help their children pay for college and avoid student loans. It's a huge...