Hap Cole

07/01/2025

This is the funniest thing ever.

04/19/2023

Are you concerned about the impacts of taxes on your retirement savings? These strategies can help you reduce your taxes for the long term.

Get tips to help reduce taxes in retirement. These strategies may help you keep more of your money.

04/12/2023

What does financial independence look like for you?

03/23/2023

Keep moving toward your goals one step at a time. We can work together to help you stay on track.

02/23/2023

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

02/22/2023

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you helped your children or grandchildren learn the basics of money management?

Here’s how you can teach your children how to save, spend, and grow their money wisely.

02/21/2023

What brings you meaning in your work?

01/30/2023

Planning an early retirement? Let’s discuss when you should take Social Security benefits.

Planning an early retirement? When to take Social Security benefits requires weighing more than just your retirement date.

01/26/2023

What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track

01/12/2023

What will you do today to jump-start your journey to financial success?

01/04/2023

Regular physical movement, social interaction, and cognitive exercises can increase retirees’ quality of life.

Change the concept of retirement from a negative 'what you no longer do' to a positive 'what you can do' to increase your quality of life.

12/29/2022

Needs and priorities change throughout life. It’s important to review your wealth transfer plans to make sure they still align with what you want and can achieve.