Financial Planning Blog
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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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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…
Read MoreAfter 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014…
Read MoreAfter 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…
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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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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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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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Choosing the right financial advisor for your wealth management needs can be a daunting task. There are countless firms and…
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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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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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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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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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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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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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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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