By: W. Devin Wolf, CFP®
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 MoreAs 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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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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Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.
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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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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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