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12 Jun 2024The Alphabet Soup of Medicare: Medicare Parts Explained

James Twining
James Twining
James Twining
Latest posts by James Twining (see all)

Medicare is the federal health insurance program for people: Who are 65 years or older. Have certain disabilities or end-stage renal…

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13 Mar 2024Retirement Tax Planning: The Three Tax Wallets

James Twining
James Twining
James Twining
Latest posts by James Twining (see all)

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

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19 Sep 2023Your Future Income Tax Brackets May Be Higher Than You Assume

James Twining
James Twining
James Twining
Latest posts by James Twining (see all)

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

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22 Mar 2023The SECURE ACT 2.0: Three Good features

James Twining
James Twining
James Twining
Latest posts by James Twining (see all)

On December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…

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02 Jun 2021In a Most Delightful Way Series: Part 8

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

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24 May 2021In 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…

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03 May 2021In 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…

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22 Jan 2020The SECURE Act: Summary and Implications for Retirement Savers

W. Devin Wolf, CFP®
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.
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)

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

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03 Aug 20186 Winning Strategies For Your Roth

W. Devin Wolf, CFP®
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.
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)

You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

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29 Jun 2018The Tax Code is Changing. Should your Retirement Plan?

W. Devin Wolf, CFP®
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.
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)

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

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