• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Events and Seminars

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

• Written by W. Devin Wolf, CFP®
• Categorised 401(k)

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…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Newsletters

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Newsletters

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
• Categorised Events and Seminars

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

By: W. Devin Wolf, CFP® Modified for 2018 based on Tax Cuts and Jobs Act If you have children qualifying for…