Financial Planning Blog

20 MayWelcome Gabriel Twining – Spring 2015


In February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…

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05 May3 Simple Investment Principles To Keep You Out Of Wonderland


As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…

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tax planning 101

14 AprTax Planning 101: How To Make The Most Of Your Tax Bracket


(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

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11 MarUnderstanding IRA Transfer and Rollover Rules


If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…

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09 FebSecrets for Self-Employed Retirement Success


Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

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02 FebQuantifying the Value of an Excellent Financial Advisor


For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…

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11 JanHome Bias – Winter 2015


If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…

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s corp buildings blog

19 DecWhy Becoming An S Corp May Be Bad For Your Retirement Plans


By: W. Devin Wolf, CFP® Conventional wisdom encourages small business owners to form an S Corporation to reduce the amount of…

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lairmont manor

01 Dec2014 Christmas Brunch


In celebration of this season and with deep appreciation of our relationship with you, we extend this invitation to an elegant…

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nest-egg

10 Nov401(k) and other Pension Plan Contribution Limits Increase in 2015


By: W. Devin Wolf, CFP® It’s official: the IRS has announced the cost-of-living adjustments affecting 401(k) contribution limits for the 2015…

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05 OctFinancial Plan is Moving – Autumn 2014


  After 17 years in our downtown office, Financial Plan is moving to a new office location.  Beginning October 1st, 2014…

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29 SepFinancial Plan, Inc. Moves to Barkley Village


After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…

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29 SepFinancial Plan Featured in InvestmentNews


InvestmentNews recently featured Financial Plan, Inc. in an article on how FP, Inc. uses technology to improve client service. This story…

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04 JulThe Not So Simple Answer – Summer 2014


As a Financial Plan client, you often receive simple advice that is easy to follow. Your first impression might have been…

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financial fraud protection

20 Jun3 Ways to Protect Yourself from Fraudulent Advisors


By W. Devin Wolf, CFP® 19 June, 2014 Trusting your advisor because they are friendly and seem nice isn’t adequate to…

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