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Investments & Market Updates
E+R=O, your reactions determine your success
As an operations professional, I enjoy learning new ways to get work done more efficiently, or improve my …
In The News
“Getting Retirement Right” Will Air Tomorrow on WSTR (Ch 64) (Saturday, April 24)
2nd Airing: Total Wealth Planning’s 30-minute show titled Getting Retirement Right! will air again in Cincinnati on Channel 64, WSTR-TV at …
Security & Privacy
Spring Cleaning in Advance of Our Upcoming Shred Day
Spring is here, which means it’s the perfect time to start or finish your Spring cleaning efforts. I …
Taxes
Why You Should Provide Your Tax Return to Your Financial Advisor Each Year
With the 2021 tax season nearly behind us, now is an ideal time to share a copy of …
In The News
Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!
Total Wealth Planning has produced a new video titled Getting Retirement Right to be aired on Channel 12 …
