In: Articles

New York Stock Exchange

02 JunThe Crucial Difference Between Investment Brokers And Fee-Only Advisors


The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…

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05 May3 Simple Investment Principles To Keep You Out Of Wonderland


Latest posts by Nathan Twining (see all)

As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…

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tax planning 101

14 AprTax Planning 101: How To Make The Most Of Your Tax Bracket


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

(Note: all screenshots in this post are from our 2015 Numbers Unlimited financial planning worksheet, which you can access here.) With…

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school room desk

11 MarUnderstanding IRA Transfer and Rollover Rules


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

If you have ever had any sort of retirement plan with your employer, you have probably at least heard the term…

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design table red chair

09 FebSecrets for Self-Employed Retirement Success


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…

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measuring stick

02 FebQuantifying the Value of an Excellent Financial Advisor


For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…

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s corp buildings blog

19 DecWhy Becoming An S Corp May Be Bad For Your Retirement Plans


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

By: W. Devin Wolf, CFP® Conventional wisdom encourages small business owners to form an S Corporation to reduce the amount of…

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investmentnews-logo

29 SepFinancial Plan Featured in InvestmentNews


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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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financial fraud protection

20 Jun3 Ways to Protect Yourself from Fraudulent Advisors


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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 an advisor

21 MayHow to Choose a Financial Advisor That is Right for You


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

  Choosing the right financial advisor for your wealth management needs can be a daunting task. There are countless firms and…

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market comparisons

31 MarHow to Avoid the “Rigged” Stock Market


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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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child catching bubbles

19 FebTax Planning and the Child Tax Credit


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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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usps mail truck

09 FebSocial Security No Longer Mailing Checks


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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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401(k)

08 Jan5 Ways to Make Your 401(k) Plan Work for You in 2014


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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

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09 DecShould You Be Making Charitable Contributions From Your IRA?


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

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

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