Chris Coleman, Fiduciary, Fee Only Financial Advisor

09/15/2025

I love transforming people's retirement plans into peace of mind!

10/10/2024

Social Security Announces Retirement COLA Bump for 2025!

The SSA just announced a 2.5% increase for 2025. While it's not huge, but bit helps when it comes to managing retirement and it builds on increases of 5.9% 8.7%, and 3.2% in 2022, 2023 and 2024.
If Social Security is part of your retirement plam, now’s a great time to check that your plan and invetments are on track! Feel free to reach out if you have any questions.

With inflation slowing, annual benefit adjustment will be lowest in 4 years

01/02/2024

Happy New Year! And yes, there's still time to make your 2024 Financial New Year's Resolutions!

12/23/2023

Holiday cards delivered to my financial advising/ investing clients ☺️🎄
Happy Holiday’s Everyone.

11/29/2023

11/29/2023

RIP Charlie Munger.
GOAT of investing and Warren Buffett's rock and right-hand man at Berkshire Hathaway for generations.
Age 99

10/27/2023

Conference on building a Paycheck Like Experience for clients retirees and semi retirees.

10/11/2023

Are you ready?

It's National Retirement Security Week, and a GOOD reminder to take stock of your financial situations and progress toward retirement goals.

Its also a good time to ask family friends if they are on track.

So many people wait to do retirement planning work until.... well... you know... a better time comes along...

The first step to increasing chances of success in retirement can be as simple as understanding your own investments, the money moves available to you, tax situation etc.

Don't wait,, take action by looking at these tips or by talking to an advisor that can help!

Saving for retirement is critically important. However, only 56% of Americans actually are.

09/20/2023

Working to help people retire well and have peace of mind.

Investing and retirement planning conference, with industry icon Michael Kitces.

08/09/2023

From a recent financial advising conference:

Example of how the media can lead people to make poor choices in long term investments and financial well being.

When 1 shark didn't do the trick to scared people, they roll out... not 2.... but 3 shark covers!!!

Literally can't make this stuff up.

# funnynotfunny