By: W. Devin Wolf, CFP®

child catching bubbles

19 Feb 2014Tax 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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high market

09 Feb 2014The Market Has Reached All Time Highs; Now What? – Spring 2013


For quite a few years now, faith in the markets has been sorely tested. After severe bear markets, confidence in the…

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usps mail truck

09 Feb 2014Social Security No Longer Mailing Checks


If you are currently receiving paper checks in the mail for your Social Security, disability and other benefits this will stop…

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401(k)

08 Jan 20145 Ways to Make Your 401(k) Plan Work for You in 2014


Start 2014 off right by making your 401(k) plan work for you. 1. Take the free money! Make sure you are…

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01 Jan 20142014 Numbers Unlimited Released!


Our Annual 2014 Numbers Unlimited sheet is now available in PDF form. Click here to get the latest.

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whatcom community college

20 Dec 2013Community College Classes


Devin Wolf, CFP® will be teaching three finance classes at Whatcom Community College for the Winter ’14 Quarter. If you or…

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09 Dec 2013Should You Be Making Charitable Contributions From Your IRA?


As of 12/18/2015 Congress has made the QCD (Qualified Charitable Distribution) permanent. Previously, the “IRA Charitable Rollover” had a termination date and…

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daveramsey

09 Nov 2013Book review: The Total Money Makeover


Book Review: The Total Money Makeover 3rd Edition, by Dave Ramsey Reviewed by: W. Devin Wolf, CFP® Dave Ramsey is a well-known financial…

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the lottery effect

09 Sep 2013The Lottery Effect


Today’s Powerball estimated jackpot of $500 million has created a fair amount of buzz in the media. We all know how…

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smart money DFA

09 Aug 2013The Smart Money is Catching on to DFA (Dimensional Fund Advisors)


For the last ten years Financial Plan, Inc. has incorporated funds from DFA (Dimensional Fund Advisors) into our diversified investment portfolios….

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09 Aug 2013Devin Wolf MO Interview – Small Business Planning


Our very own Devin Wolf was interviewed by M.O. (Modus Operandi), a website that focuses on small businesses and entrepreneurs. In…

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09 Jun 2013A Step in the Right Direction – 401(k) Fees


Articles such as this one in Fortune regarding retirement plan fee disclosures are beginning to hit the mainstream media. This particular article focuses on…

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08 Jun 2013Gold ETF Tax Surprise


My dad told me recently that he just celebrated his “Heavy Metal” Birthday. He said it means that he has gold…

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22 May 2013Read the Summer 2013 Newsletter


Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.

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09 Mar 2013You Are Not A Good Investor


I came across this article today in the Investment News written by Mebane Faber. It reinforces the futility of trying to pick individual…

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