By: W. Devin Wolf, CFP®

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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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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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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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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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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Start 2014 off right by making your 401(k) plan work for you. 1. Take the free money! Make sure you are…
Read MoreOur Annual 2014 Numbers Unlimited sheet is now available in PDF form. Click here to get the latest.
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Devin Wolf, CFP® will be teaching three finance classes at Whatcom Community College for the Winter ’14 Quarter. If you or…
Read MoreUpdated 2/11/2025: The 2025 limit for QCDs is $108k. As of 12/18/2015 Congress has made the QCD (Qualified Charitable Distribution) permanent. Previously,…
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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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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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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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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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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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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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