By: W. Devin Wolf, CFP®

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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the lottery effect

09 SepThe 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 AugThe 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 AugDevin 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 JunA 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 JunGold 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 MayRead 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 MarYou 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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09 JanThe New Income, Capital Gains, and Estate Tax Environment – Winter 2013

After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed…

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