• Written by W. Devin Wolf, CFP®
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60 Minutes recently reported on a new book by Michael Lewis entitled “Flash Boys.” The book explains how high frequency traders…

• Written by W. Devin Wolf, CFP®
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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….

• Written by W. Devin Wolf, CFP®
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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…

• Written by W. Devin Wolf, CFP®
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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…

• Written by W. Devin Wolf, CFP®
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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…

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

• Written by W. Devin Wolf, CFP®
• Categorised Events and Seminars

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

• Written by W. Devin Wolf, CFP®
• Categorised Articles

Updated 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,…

• Written by W. Devin Wolf, CFP®
• Categorised Articles

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

• Written by W. Devin Wolf, CFP®
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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…

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

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

• Written by W. Devin Wolf, CFP®
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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…

• Written by W. Devin Wolf, CFP®
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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…

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

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