By: W. Devin Wolf, CFP®

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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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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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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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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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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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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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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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