• 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…

• Written by James Twining
• Categorised Newsletters

Recently I came across this sketch posted by best selling financial author and illustrator Carl Richards.   The message it conveys has…

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

Articles such as this one in Fortune regarding retirement plan fee disclosures are beginning to hit the mainstream media. This particular article focuses on…

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

My dad told me recently that he just celebrated his “Heavy Metal” Birthday. He said it means that he has gold…

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

Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.