By: W. Devin Wolf, CFP®

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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high market

09 FebThe 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 FebSocial 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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08 Jan5 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 Jan2014 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 DecCommunity 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 DecShould 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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09 NovBook 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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