Financial Planning Blog

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…

Read More
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…

Read More
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…

Read More
measuring stick

02 FebQuantifying the Value of an Excellent Financial Advisor


For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…

Read More
home bias financial planning blog usa

11 JanHome Bias – Winter 2015


If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…

Read More
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…

Read More
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…

Read More
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…

Read More

05 OctFinancial Plan is Moving – Autumn 2014


After 17 years in our downtown office, Financial Plan is moving to a new office location.  Beginning October 1st, 2014 our…

Read More

29 SepFinancial Plan, Inc. Moves to Barkley Village


After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…

Read More
See more premium WordPress themes by TommusRhodus