By: W. Devin Wolf, CFP®

writing constititional document

07 Jul 2015Reconstitution Effect


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

Read More
smoke stack

12 Jun 2015Socially Responsible Investments: The Good, The Bad, and The Green


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

Read More
tax planning 101

14 Apr 2015Tax Planning 101: How To Make The Most Of Your Tax Bracket


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

Read More
school room desk

11 Mar 2015Understanding IRA Transfer and Rollover Rules


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

Read More
design table red chair

09 Feb 2015Secrets for Self-Employed Retirement Success


Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

Read More
s corp buildings blog

19 Dec 2014Why Becoming An S Corp May Be Bad For Your Retirement Plans


By: W. Devin Wolf, CFP® Conventional wisdom encourages small business owners to form an S Corporation to reduce the amount of…

Read More
lairmont manor

01 Dec 20142014 Christmas Brunch


In celebration of this season and with deep appreciation of our relationship with you, we extend this invitation to an elegant…

Read More
nest-egg

10 Nov 2014401(k) and other Pension Plan Contribution Limits Increase in 2015


By: W. Devin Wolf, CFP® It’s official: the IRS has announced the cost-of-living adjustments affecting 401(k) contribution limits for the 2015…

Read More
investmentnews-logo

29 Sep 2014Financial Plan Featured in InvestmentNews


InvestmentNews recently featured Financial Plan, Inc. in an article on how FP, Inc. uses technology to improve client service. This story…

Read More
business man talking

04 Jul 2014The Not So Simple Answer – Summer 2014


As a Financial Plan client, you often receive simple advice that is easy to follow. Your first impression might have been…

Read More
financial fraud protection

20 Jun 20143 Ways to Protect Yourself from Fraudulent Advisors


By W. Devin Wolf, CFP® 19 June, 2014 Trusting your advisor because they are friendly and seem nice isn’t adequate to…

Read More
choosing an advisor

21 May 2014How to Choose a Financial Advisor That is Right for You


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

Read More
the great crash 1

24 Apr 2014The Great Crash – Spring 2014


Harry S. Dent Jr – Best-selling author, founder of economics research firm HS Dent, predictor of the 1980 Japanese market bubble…

Read More
market comparisons

31 Mar 2014How to Avoid the “Rigged” Stock Market


60 Minutes recently reported on a new book by Michael Lewis entitled “Flash Boys.” The book explains how high frequency traders…

Read More
Estate-Planning invitation

11 Mar 2014Bellingham Estate Planning Seminar, May 7th & 14th


Join Devin Wolf, CFP® in partnership with the Northwest Washington Estate Planning Council and local charities this May for two free Estate Planning Seminars….

Read More