• 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.

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

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

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

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

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

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

• Written by Nathan Twining
• Categorised Articles

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

• Written by James Twining
• Categorised Newsletters

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

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

Today’s Powerball estimated jackpot of $500 million has created a fair amount of buzz in the media. We all know how…

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

For the last ten years Financial Plan, Inc. has incorporated funds from DFA (Dimensional Fund Advisors) into our diversified investment portfolios….

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

Our very own Devin Wolf was interviewed by M.O. (Modus Operandi), a website that focuses on small businesses and entrepreneurs. In…

• Written by Nathan Twining
• Categorised Articles

Once again, the S.E.C. proposal to hold all brokers to a fiduciary standard has run aground. This from a September article…