By: W. Devin Wolf, CFP®

child catching bubbles

19 FebTax Planning and the Child Tax Credit


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

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high market

09 FebThe Market Has Reached All Time Highs; Now What? – Spring 2013


For quite a few years now, faith in the markets has been sorely tested. After severe bear markets, confidence in the…

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usps mail truck

09 FebSocial Security No Longer Mailing Checks


If you are currently receiving paper checks in the mail for your Social Security, disability and other benefits this will stop…

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401(k)

08 Jan5 Ways to Make Your 401(k) Plan Work for You in 2014


Start 2014 off right by making your 401(k) plan work for you. 1. Take the free money! Make sure you are…

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01 Jan2014 Numbers Unlimited Released!


Our Annual 2014 Numbers Unlimited sheet is now available in PDF form. Click here to get the latest.

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whatcom community college

20 DecCommunity College Classes


Devin Wolf, CFP® will be teaching three finance classes at Whatcom Community College for the Winter ’14 Quarter. If you or…

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09 DecShould You Be Making Charitable Contributions From Your IRA?


As of 12/18/2015 Congress has made the QCD (Qualified Charitable Distribution) permanent. Previously, the “IRA Charitable Rollover” had a termination date and…

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daveramsey

09 NovBook review: The Total Money Makeover


Book Review: The Total Money Makeover 3rd Edition, by Dave Ramsey Reviewed by: W. Devin Wolf, CFP® Dave Ramsey is a well-known financial…

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the lottery effect

09 SepThe Lottery Effect


Today’s Powerball estimated jackpot of $500 million has created a fair amount of buzz in the media. We all know how…

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smart money DFA

09 AugThe Smart Money is Catching on to DFA (Dimensional Fund Advisors)


For the last ten years Financial Plan, Inc. has incorporated funds from DFA (Dimensional Fund Advisors) into our diversified investment portfolios….

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