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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
Choosing the right financial advisor for your wealth management needs can be a daunting task. There are countless firms and…
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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
Start 2014 off right by making your 401(k) plan work for you. 1. Take the free money! Make sure you are…
Read More 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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
Book Review: The Total Money Makeover 3rd Edition, by Dave Ramsey Reviewed by: W. Devin Wolf, CFP® Dave Ramsey is a well-known financial…
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Latest posts by Nathan Twining (see all)
- 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…
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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
Today’s Powerball estimated jackpot of $500 million has created a fair amount of buzz in the media. We all know how…
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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
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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Latest posts by Nathan Twining (see all)
- 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
Once again, the S.E.C. proposal to hold all brokers to a fiduciary standard has run aground. This from a September article…
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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
Articles such as this one in Fortune regarding retirement plan fee disclosures are beginning to hit the mainstream media. This particular article focuses on…
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