By: W. Devin Wolf, CFP®

solar bonds

03 DecAre Solar Bonds A Good Investment?


If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…

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03 NovWithdrawal Rates – Autumn 2015


In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…

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business man walking

14 Jul10 Steps For a Better Investment Experience


Click on any of the following steps for a closer look. Additional exhibit information and important disclosures.

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writing constititional document

07 JulReconstitution Effect


Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…

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smoke stack

12 JunSocially Responsible Investments: The Good, The Bad, and The Green


These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…

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tax planning 101

14 AprTax Planning 101: How To Make The Most Of Your Tax Bracket


(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

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school room desk

11 MarUnderstanding IRA Transfer and Rollover Rules


If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…

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design table red chair

09 FebSecrets for Self-Employed Retirement Success


Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

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s corp buildings blog

19 DecWhy Becoming An S Corp May Be Bad For Your Retirement Plans


By: W. Devin Wolf, CFP® Conventional wisdom encourages small business owners to form an S Corporation to reduce the amount of…

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lairmont manor

01 Dec2014 Christmas Brunch


In celebration of this season and with deep appreciation of our relationship with you, we extend this invitation to an elegant…

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