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