• 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.

• 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

Updated 2/11/2025: The 2025 limit for QCDs is $108k.  As of 12/18/2015 Congress has made the QCD (Qualified Charitable Distribution) permanent. Previously,…

• 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…