By: W. Devin Wolf, CFP®
2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…
Read More
Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….
Read More
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
Read More
The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…
Read More
How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…
Read More
With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…
Read More
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
Read More
What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…
Read More
You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…
Read More
Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…
Read More
Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…
Read More
If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…
Read More
In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…
Read More
Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…
Read More
Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…
Read More