By: W. Devin Wolf, CFP®

smoke stack

12 JunSocially 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…

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tax planning 101

14 AprTax 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…

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school room desk

11 MarUnderstanding 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…

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design table red chair

09 FebSecrets 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…

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s corp buildings blog

19 DecWhy 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…

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lairmont manor

01 Dec2014 Christmas Brunch

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

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10 Nov401(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…

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29 SepFinancial 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…

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business man talking

04 JulThe 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…

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financial fraud protection

20 Jun3 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…

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choosing an advisor

21 MayHow 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…

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the great crash 1

24 AprThe 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…

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market comparisons

31 MarHow 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…

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Estate-Planning invitation

11 MarBellingham 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….

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child catching bubbles

19 FebTax Planning and the Child Tax Credit

By: W. Devin Wolf, CFP® Modified for 2018 based on Tax Cuts and Jobs Act If you have children qualifying for…

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