Plain-language articles on investing, taxes, retirement income, market context, and planning updates from our CFP® team.
It’s official: the IRS has announced the cost-of-living adjustments affecting 401(k) contribution limits for the 2015 tax year. Here’s a breakdown of the new changes, and how they might affect your ability to contribute to your retirement fund. Elective deferral and SIMPLE IRA Contribution Limits These limits apply to individuals seeking to contribute to a […]
After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our office will be on Barkley Blvd. Our new address is: Financial Plan, Inc. 2115 Barkley Blvd, Suite 101 Bellingham, WA 98226 Our telephone and fax numbers remain unchanged, as […]
After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our office will be on Barkley Blvd. Our new address is: [schema type=”organization” orgtype=”Organization” url=”http://financialplaninc.com/” name=”Financial Plan, Inc” street=”2115 Barkley Blvd, Suite 101″ city=”Bellingham” state=”Washington” postalcode=”98226″ country=”US” email=”Info@FinancialPlanInc.com” phone=”360-714-1234″ ] Our telephone and fax numbers […]
InvestmentNews recently featured Financial Plan, Inc. in an article on how FP, Inc. uses technology to improve client service. This story is unique as most firms use technology to make their life better (save time, improve profit margins, etc.), but at Financial Plan the decision making process begins with the question “what is best for […]
As a Financial Plan client you often receive simple advice that is easy to follow. Your first impression might have been similar to this: You came in and let us know you would like to retire. After a couple of meetings of being poked, prodded, and answering every question under the sun, you left with […]
By W. Devin Wolf, CFP® 19 June, 2014 Trusting your advisor because they are friendly and seem nice isn’t adequate to protect yourself from fraud. In reality most fraudulent advisors (and serial killers too for that matter) are charming individuals who have a knack for getting you to let your guard down. Here are 3 […]
Choosing the right financial advisor for your wealth management needs can be a daunting task. There are countless firms and individuals advertising themselves as investment managers, brokers, or advisors – and in some cases, it’s not in their best interest to tell you exactly what services they offer from the outset. Throw in the variety […]
Harry S. Dent Jr – Best-selling author, founder of economics research firm HS Dent, predictor of the 1980 Japanese market bubble and the US Bull Market of the 1990s, MBA of Harvard Business School, top 5% in his graduating class… the accolade list goes on and on. When someone like Harry S. Dent Jr. speaks, […]
60 Minutes recently reported on a new book by Michael Lewis entitled “Flash Boys.” The book explains how high frequency traders have “rigged the US Stock Market” by using computers to identify the stocks you want to buy, purchasing the shares of that stock (effectively pushing up the price), and then selling them back to […]
Join Devin Wolf, CFP® in partnership with the Northwest Washington Estate Planning Council and local charities this May for two free Estate Planning Seminars. The two events will be held May 7th and 14th, 2014 from 4:30 PM – 6:45 PM at the Squalicum Boathouse (2600 Harbor Loop, Bellingham, WA). Charities include: American Red Cross Bellingham Technical College […]
