• Written by Stephanie Wolf
• Categorised Articles

Great information on expectation vs reality from DFA: The Happiness Equation

• Written by Stephanie Wolf
• Categorised Newsletters

Read the latest news and updates from Financial Plan Inc in our Summer 2018 Newsletter.

• Written by James Twining
• Categorised Uncategorized

Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…

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

You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

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

Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

• Written by David Dick
• Categorised Uncategorized

Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…

• Written by James Twining
• Categorised Articles

As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…

• Written by Stephanie Wolf
• Categorised Newsletters

Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter

• Written by Nathan Twining
• Categorised Newsletters

Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…

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

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

• Written by David Dick
• Categorised Uncategorized

Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…

• Written by Stephanie Wolf
• Categorised Updates

To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…

• Written by James Twining
• Categorised Newsletters

We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…

• Written by James Twining
• Categorised Newsletters

After inquiring with our clients,  it seems that many are not particularly active in logging on to our various online sites. …

• Written by James Twining
• Categorised Newsletters

The history of our firm and our clients has been one of success, and as a result, we have experienced a…