By: W. Devin Wolf, CFP®

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