Vincent Pack, Founder of WolfPack Capital, LLC

03/16/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer. See if you qualify...

https://www.nerdwallet.com/taxes/learn/senior-tax-deduction

01/08/2026

Starting a new job this year? Congrats! 👏

One thing that often gets overlooked during a career move is your old 401(k). If you’ve switched jobs before, you might have multiple accounts spread out.

The new year is the perfect time to clean things up and see if consolidating old 401(k)s into an IRA makes sense for you.

One place. One strategy. More clarity.

11/20/2025

🛡️ The first step in financial planning isn’t about growth — it’s about protection.

As CFP® professionals, we know that a strong financial plan starts with risk management — not investment selection. Before you can build wealth, you have to protect it.

That means taking a clear-eyed look at your vulnerabilities:

✅ Life insurance to protect income and family stability
✅ Disability coverage to safeguard earning power
✅ Liability and property insurance to preserve assets
✅ Health and long-term care planning to prepare for the unexpected

The reality is simple: risk management forms the foundation for everything that follows — retirement, investing, business planning, and legacy goals.

Once protection is in place, you can pursue growth with confidence and clarity.

📅 If it’s been a while since you reviewed your coverage, this is the perfect time to start.

Send a message to learn more

10/21/2025

🎉 Exciting news — This past July, I officially earned my CFP® designation!

This milestone represents years of experience and months of study, preparation, and a deep commitment to excellence in financial planning.

✅ For myself: It’s a moment of personal pride, marking dedication to professional growth and holding myself to the highest standards of ethics and knowledge in the industry.

✅ For my clients: It means they can feel confident knowing their financial strategies are built on a foundation of comprehensive training and a fiduciary duty to put their best interests first.

✅ For future clients and prospects: It’s reassurance that when we work together, you’re getting guidance that goes beyond products or investments — it’s about holistic, long-term planning tailored to your goals, dreams, and security.

I’m grateful to everyone who supported me along the way, and I’m excited to continue helping families and individuals achieve financial confidence with this new designation behind my name.

Here’s to the next chapter!

08/20/2025

3 in 10 “HENRYs” don’t feel confident they’ll have enough money to retire, according to a new NerdWallet survey.

Three in 10 “HENRYs” don’t feel confident they’ll have enough money to retire, according to a new NerdWallet survey.

08/12/2025

📉 Do You Have a Retirement Income Gap? Let’s Find Out! 💡

Whether you started saving early or you’re catching up now, it's time to ask: Will you have enough to retire comfortably?

A retirement income gap is the difference between what you’ve saved and what you’ll need to live the life you envision in retirement. Understanding this gap is the first step to closing it!

🧾 Here’s how you can start:
✅ Track your current expenses (both essential & discretionary)
✅ Project your future income (Social Security, pensions, 401(k)s, etc.)
✅ Compare the two to see if there’s a gap

💰 If there is a gap, you have options:
• Reallocate investments
• Delay taking Social Security
• Take on part-time work or freelance gigs
• Reduce unnecessary expenses
• Downsize or tap into home equity

🏡 Retirement should be about freedom, security, and peace of mind. Let’s make sure you’re prepared!

📲 Reach out today to talk through a personalized strategy.

Send a message to learn more

01/07/2025

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.

Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.

01/02/2025

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right strategy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is get in touch.

12/26/2024

Retirees aren't feeling that confident about their financial health.

Fewer retirees feel confident about retiring than in past years.

12/19/2024

The process of applying for Social Security benefits isn't too complicated, but choosing when to apply is the harder part.

Wondering how to apply for Social Security retirement benefits? The process is the same whether you apply early or delay your benefits past your full retirement age.

12/17/2024

The lack of financial literacy in the U.S. is leading to older adults living without financial security.

Poor financial literacy and a lack of foresight have led to this troubling reality. It's going to take tax policy changes, education and more to address it.