Financial Planning Blog

choosing an advisor

21 MayHow to Choose a Financial Advisor That is Right for You

  Choosing the right financial advisor for your wealth management needs can be a daunting task. There are countless firms and…

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the great crash 1

24 AprThe Great Crash – Spring 2014

Harry S. Dent Jr – Best-selling author, founder of economics research firm HS Dent, predictor of the 1980 Japanese market bubble…

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market comparisons

31 MarHow to Avoid the “Rigged” Stock Market

60 Minutes recently reported on a new book by Michael Lewis entitled “Flash Boys.” The book explains how high frequency traders…

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Estate-Planning invitation

11 MarBellingham Estate Planning Seminar, May 7th & 14th

Join Devin Wolf, CFP® in partnership with the Northwest Washington Estate Planning Council and local charities this May for two free Estate Planning Seminars….

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child catching bubbles

19 FebTax Planning and the Child Tax Credit

By: W. Devin Wolf, CFP® Modified for 2018 based on Tax Cuts and Jobs Act If you have children qualifying for…

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high market

09 FebThe Market Has Reached All Time Highs; Now What? – Spring 2013

For quite a few years now, faith in the markets has been sorely tested. After severe bear markets, confidence in the…

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usps mail truck

09 FebSocial Security No Longer Mailing Checks

If you are currently receiving paper checks in the mail for your Social Security, disability and other benefits this will stop…

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paper investments

24 JanAre Shares of Stock and Stock Mutual funds “Paper” Investments? – Winter 2014

Most investors tend to have a high level of angst regarding their stock and stock mutual fund investments. When the investing…

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08 Jan5 Ways to Make Your 401(k) Plan Work for You in 2014

Start 2014 off right by making your 401(k) plan work for you. 1. Take the free money! Make sure you are…

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01 Jan2014 Numbers Unlimited Released!

Our Annual 2014 Numbers Unlimited sheet is now available in PDF form. Click here to get the latest.

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whatcom community college

20 DecCommunity College Classes

Devin Wolf, CFP® will be teaching three finance classes at Whatcom Community College for the Winter ’14 Quarter. If you or…

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09 DecShould You Be Making Charitable Contributions From Your IRA?

As of 12/18/2015 Congress has made the QCD (Qualified Charitable Distribution) permanent. Previously, the “IRA Charitable Rollover” had a termination date and…

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09 NovBook review: The Total Money Makeover

Book Review: The Total Money Makeover 3rd Edition, by Dave Ramsey Reviewed by: W. Devin Wolf, CFP® Dave Ramsey is a well-known financial…

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the fiscal cliff

09 OctThe Fiscal Cliff

Forefront in many of our minds lately has been the looming “Fiscal Cliff.” Over the past few months we’ve received a…

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innovation, Bellingham WA, ElsaCoPhoto-1829 copy

24 SepWhy We Innovate – Autumn 2013

Accepting the “Best Practices Award” for Top Innovator In mid-September, Financial Plan Inc. received the Best Practices Award for being a…

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