• 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…

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

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

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

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

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

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

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

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

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

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

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

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

• Written by James Twining
• Categorised Newsletters

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

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

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

• Written by W. Devin Wolf, CFP®
• Categorised Home Page

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