In: Articles
- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Saving for retirement as a self-employed individual can be difficult. Without an employer setting up and contributing to a 401(k) or…
Read More- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
By: W. Devin Wolf, CFP® Conventional wisdom encourages small business owners to form an S Corporation to reduce the amount of…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
InvestmentNews recently featured Financial Plan, Inc. in an article on how FP, Inc. uses technology to improve client service. This story…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
By W. Devin Wolf, CFP® 19 June, 2014 Trusting your advisor because they are friendly and seem nice isn’t adequate to…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Choosing the right financial advisor for your wealth management needs can be a daunting task. There are countless firms and…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
60 Minutes recently reported on a new book by Michael Lewis entitled “Flash Boys.” The book explains how high frequency traders…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
By: W. Devin Wolf, CFP® Modified for 2018 based on Tax Cuts and Jobs Act If you have children qualifying for…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
If you are currently receiving paper checks in the mail for your Social Security, disability and other benefits this will stop…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Start 2014 off right by making your 401(k) plan work for you. 1. Take the free money! Make sure you are…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
As of 12/18/2015 Congress has made the QCD (Qualified Charitable Distribution) permanent. Previously, the “IRA Charitable Rollover” had a termination date and…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Book Review: The Total Money Makeover 3rd Edition, by Dave Ramsey Reviewed by: W. Devin Wolf, CFP® Dave Ramsey is a well-known financial…
Read More- How Does a Government Shutdown Affect the Stock Market? Impact and Analysis - November 7, 2023
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
Forefront in many of our minds lately has been the looming “Fiscal Cliff.” Over the past few months we’ve received a…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Today’s Powerball estimated jackpot of $500 million has created a fair amount of buzz in the media. We all know how…
Read More- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Our very own Devin Wolf was interviewed by M.O. (Modus Operandi), a website that focuses on small businesses and entrepreneurs. In…
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