• Written by W. Devin Wolf, CFP®
• Categorised ROTH

You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

• Written by W. Devin Wolf, CFP®
• Categorised 401(k), ROTH

Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

• Written by W. Devin Wolf, CFP®
• Categorised Taxes

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

• Written by W. Devin Wolf, CFP®
• Categorised Bonds

If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…

• Written by W. Devin Wolf, CFP®
• Categorised Newsletters

In the latest edition of The Plan, Jamie mentioned the 4% rule of thumb for withdrawal rates. To delve a bit…

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…