• Written by Nathan Twining
• Categorised Articles

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

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

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

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

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

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

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

• Written by James Twining
• Categorised Articles

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

• Written by Nathan Twining
• Categorised Newsletters

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

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

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

• Written by W. Devin Wolf, CFP®
• Categorised Events and Seminars

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

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

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…

• Written by James Twining
• Categorised Newsletters

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

• Written by James Twining
• Categorised Uncategorized

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

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

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

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

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

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

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

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

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