In: retirement

22 JanThe SECURE Act: Summary and Implications for Retirement Savers


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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29 JunThe Tax Code is Changing. Should your Retirement Plan?


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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15 MayThe Risk Illusion


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

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