In: Articles

choosing an advisor

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


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)

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

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market comparisons

31 MarHow to Avoid the “Rigged” Stock Market


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)

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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child catching bubbles

19 FebTax Planning and the Child Tax Credit


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® If you have children qualifying for the Child Tax Credit and make in the neighborhood of…

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usps mail truck

09 FebSocial Security No Longer Mailing Checks


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 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


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)

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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09 DecShould You Be Making Charitable Contributions From Your IRA?


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)

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


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)

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 fiscal cliff

09 OctThe Fiscal Cliff


Forefront in many of our minds lately has been the looming “Fiscal Cliff.” Over the past few months we’ve received a…

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the lottery effect

09 SepThe Lottery Effect


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)

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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09 AugDevin Wolf MO Interview – Small Business Planning


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)

Our very own Devin Wolf was interviewed by M.O. (Modus Operandi), a website that focuses on small businesses and entrepreneurs. In…

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