In: Uncategorized

13 MarRetirement Tax Planning: The Three Tax Wallets


Note: While some information in this article is specific to BP employees, the points about the three tax wallets may be…

Read More

19 MayConvert! Oh, Ye of Little Faith: Roth Conversions are Underutilized


By James B. Twining, CFP® and Tor Benson The decision to make a Roth conversion can be extremely impactful, warranting thorough,…

Read More

31 JanHow Will Taxes Change in 2023? Brackets, Deductions, and More


With the holiday season behind us, it’s time to look forward to everyone’s other favorite season…tax season, which has experienced some…

Read More

23 SepQ3 2022 Newsletter


Stephanie Wolf
Latest posts by Stephanie Wolf (see all)

It’s been a busy summer at Financial Plan! View our quarterly newsletter for the details.

Read More

07 JunSpring Newsletter 2021


Stephanie Wolf
Latest posts by Stephanie Wolf (see all)

Our quarterly newsletter is here with a note on cryptocurrency and some FP Inc family news!

Read More

24 MayIn a Most Delightful Way Series: Part 7


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

Read More

18 MayIn a Most Delightful Way Series: Part 6


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

Read More

10 MayIn a Most Delightful Way Blog Series: Part 5


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

Read More

03 MayIn a Most Delightful Way Blog Series: Part 4


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

Read More

26 AprIn a Most Delightful Way Blog Series: Part 3


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

Read More

19 AprIn a Most Delightful Way Blog Series: Part 2


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

Read More

05 Feb2021 Numbers Unlimited


Our much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers…

Read More

09 DecFall 2020 Newsletter


Stephanie Wolf
Latest posts by Stephanie Wolf (see all)

Our quarterly update for Fall 2020 Fall 2020 Newsletter

Read More
Excel Based Financial Planning Tool Numbers Unlimited 2020

31 Jan2020 Numbers Unlimited


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®

Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

Read More

22 JanNew Lead Advisor: Gabriel Twining, CFP®


Stephanie Wolf
Latest posts by Stephanie Wolf (see all)

The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…

Read More