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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school room desk

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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design table red chair

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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measuring stick

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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home bias financial planning blog usa

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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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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