By: W. Devin Wolf, CFP®

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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nest-egg

10 Nov401(k) and other Pension Plan Contribution Limits Increase in 2015


By: W. Devin Wolf, CFP® It’s official: the IRS has announced the cost-of-living adjustments affecting 401(k) contribution limits for the 2015…

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investmentnews-logo

29 SepFinancial Plan Featured in InvestmentNews


InvestmentNews recently featured Financial Plan, Inc. in an article on how FP, Inc. uses technology to improve client service. This story…

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business man talking

04 JulThe Not So Simple Answer – Summer 2014


As a Financial Plan client you often receive simple advice that is easy to follow. Your first impression might have been…

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financial fraud protection

20 Jun3 Ways to Protect Yourself from Fraudulent Advisors


By W. Devin Wolf, CFP® 19 June, 2014 Trusting your advisor because they are friendly and seem nice isn’t adequate to…

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choosing an advisor

21 MayHow to Choose a Financial Advisor That is Right for You


  Choosing the right financial advisor for your wealth management needs can be a daunting task. There are countless firms and…

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the great crash 1

24 AprThe Great Crash – Spring 2014


Harry S. Dent Jr – Best-selling author, founder of economics research firm HS Dent, predictor of the 1980 Japanese market bubble…

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market comparisons

31 MarHow to Avoid the “Rigged” Stock Market


60 Minutes recently reported on a new book by Michael Lewis entitled “Flash Boys.” The book explains how high frequency traders…

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Estate-Planning invitation

11 MarBellingham Estate Planning Seminar, May 7th & 14th


Join Devin Wolf, CFP® in partnership with the Northwest Washington Estate Planning Council and local charities this May for two free Estate Planning Seminars….

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