• Written by W. Devin Wolf, CFP®
• Categorised Articles, ROTH, Stock Market

• Author
• Recent Posts

W. Devin Wolf, CFP®

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)

• 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

A few weeks ago, I was invited to teach an introduction to personal finance class to a group of local 8th…

• Written by James Twining
• Categorised Articles, ROTH, Taxes

• Author
• Recent Posts

James Twining

Latest posts by James Twining (see all)

• 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

American households are drowning in consumer debt, with the Federal Reserve Bank reporting a new record of over $1.13 Trillion in…

• Written by James Twining
• Categorised Articles, Taxes

• Author
• Recent Posts

James Twining

Latest posts by James Twining (see all)

• 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

Future assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…

• Written by FP, Inc
• Categorised Articles

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

• Written by FP, Inc
• Categorised Articles, Uncategorized

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

• Written by W. Devin Wolf, CFP®
• Categorised 401(k), ROTH, Taxes

• Author
• Recent Posts

W. Devin Wolf, CFP®

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)

• 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

The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…

• Written by W. Devin Wolf, CFP®
• Categorised 401(k), ROTH

• Author
• Recent Posts

W. Devin Wolf, CFP®

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)

• 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

Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

• Written by James Twining
• Categorised Articles

• Author
• Recent Posts

James Twining

Latest posts by James Twining (see all)

• 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

As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…