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

Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

• Written by Nathan Twining
• Categorised Articles, Stock Market

Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and…

• Written by David Dick
• Categorised Articles, Stock Market

As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…

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

Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

• Written by Stephanie Wolf
• Categorised Uncategorized

The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…

• Written by W. Devin Wolf, CFP®
• Categorised 401(k), ROTH, Taxes

The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…

• Written by Stephanie Wolf
• Categorised Newsletters

As the year comes to a close, we take a look to the future and all the promise of 2020. We…

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

How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…

• Written by James Twining
• Categorised Articles, Stock Market

If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…

• Written by Stephanie Wolf
• Categorised Uncategorized

Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter

• Written by David Dick
• Categorised Articles

Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…

• Written by Stephanie Wolf
• Categorised Newsletters

Check out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter

• Written by Nathan Twining
• Categorised Stock Market

If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…

• Written by James Twining
• Categorised Stock Market

Recently, I ran across this article from Dimensional Fund Advisors. It contains insight into the difference between a price-weighted index like…

• Written by James Twining
• Categorised Articles, Stock Market

The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…