Blog
Rob Wolf shares his thoughts in blog form here for you to enjoy!
Plan Investments Around Your Life Goals
Build an Investment Plan Around Your Rich Life, Not Just Bigger NumbersMany people begin investing with a simple goal: Make the number go up. But growing wealth is only part of the story. The more important question is what that number...
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Put Your Life Mask On First
Financial Planning Advice: Put Your Own Life Mask On FirstAs a Certified Financial Planner, I talk with a lot of women who are incredibly focused on family—and often overlook their own financial well-being. Questions about 529 plans,...
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From Dreams to Dollars: Cash-Flow Planning That Works
How a Financial Advisor Turns Your Dreams Into a Life Plan: Cash ManagementA Financial Advisor doesn't just manage investments. One of the most powerful things they do is translate how you want to live into a clear cash plan — a...
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wealth-management-explained
Wealth management isn't just investment picks—it's account ownership, tax efficiency, and the right level of risk to meet your goals. Learn the practical checklist from Wolf Financial's Rob Wolf in "What Wealth Management Really Means."
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New Tax Bill Strategies 2025
Practical tax moves from the new bill: timely Roth conversions, bigger senior deductions, expanded SALT, tip/overtime exclusions and a temporary auto-loan interest break.
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Complimentary One-Hour Financial 'Sounding Board' for Loved Ones
Give a loved one a complimentary, no-pressure hour with a Financial Advisor—listening, educating, and offering clear next steps for teens, seniors, or life transitions.
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Couples, Money & Retirement: Balancing Saver vs. Spender
Learn from Wolf Financial Advisory Chief Executive Officer, Rob Wolf, how childhood money stories shape saver vs. spender dynamics and discover practical strategies couples can use to build a balanced, values-driven retirement plan.
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Your First Meeting with a Wolf Financial Advisor in St. Joseph Michigan
Your First Meeting With a Wolf Financial Advisor in St. Joseph, Michigan: What to Expect When it comes to financial planning, the first step is often the most important—and sometimes the most uncertain. If you live in St. Joseph,...
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Rob Wolf Celebrates 30 Years In the Financial Services Industry
Wolf Financial Advisory Chief Executive Office, Rob Wolf, shares his thoughts on what it means to him to have served clients for more than 30 years in the financial services industry.
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Market Timing Is Exhausting
Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.The accompanying chart shows that money held in money market mutual funds rose to $5.1...
Read MoreLife Doesn't Stand Still
September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...
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Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...
Read MoreHelp with your Medicare Advantage plan
I’d like to tell you about a new value-added service I offer ... one that may prove useful to you, and your family and friends. *Are you looking to enroll in a Medicare Advantage or supplement plan during this year’s Annual...
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Pro tip: apply for Medicare early.
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...
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1% Moves in S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...
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"Unretiring" To Stay in the Game
Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!These athletes thought they were ready for retirement but...
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Inflation Math for Today’s Retiree
You may have heard the saying, “inflation hurts savers and benefits borrowers.” The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars worth less than when the money...
Read MoreHow SECURE 2.0 Might Change Retirement
The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
Read MoreSearching for the Goldilocks Economy
At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition.Raise rates too much, and you may trigger a recession. Don’t raise rates enough, and you...
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