In: Articles

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


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

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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New York Stock Exchange

02 JunThe Crucial Difference Between Investment Brokers And Fee-Only Advisors


The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…

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05 May3 Simple Investment Principles To Keep You Out Of Wonderland


As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…

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tax planning 101

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


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

(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


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

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


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

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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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…

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s corp buildings blog

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


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

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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29 SepFinancial Plan Featured in InvestmentNews


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

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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financial fraud protection

20 Jun3 Ways to Protect Yourself from Fraudulent Advisors


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Latest posts by W. Devin Wolf, CFP® (see all)

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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