Skip to content
Blog Subscription
To subscribe to our blog, simply fill out the form below.
Name*
Email*
Please leave this field empty.
Subscribe to our Blog
Client Portal
Schedule a Conversation
513-984-6696
317-877-8000
About
About Total Wealth Planning
Our Team
History
Virtual Tour
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
Retirement Planning
Virtual Services
Who We Serve
Corporate Executives
Family
Pre-Retirees / Retirees
Business Owners
Emerging Affluent
Resources
Economic & Investment Outlook
Total Wealth Plan
Blog & News
Calculators
Video Library
5 Reasons
Fiduciary Duty
10 Questions
Secure File Upload
FAQ
Contact
Schedule Introductory Conversation
Call or Text 513-984-6696
Call or Text 317-877-8000
4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 245 Carmel, IN 46032
About
About Total Wealth Planning
Our Team
History
Virtual Tour
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
Retirement Planning
Virtual Services
Who We Serve
Corporate Executives
Family
Pre-Retirees / Retirees
Business Owners
Emerging Affluent
Resources
Economic & Investment Outlook
Total Wealth Plan
Blog & News
Calculators
Video Library
5 Reasons
Fiduciary Duty
10 Questions
Secure File Upload
FAQ
Contact
Schedule Introductory Conversation
Call or Text 513-984-6696
Call or Text 317-877-8000
4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 245 Carmel, IN 46032
Search
Blog & News
All
Business Owners
Charitable Planning
Client Experience
College Planning
Estate Planning
Executive Compensation
Financial Planning
Firm Updates
In The News
Investment Management
Investments & Market Updates
Retirement Planning
Security & Privacy
Taxes
All
All
Business Owners
Charitable Planning
Client Experience
College Planning
Estate Planning
Executive Compensation
Financial Planning
Firm Updates
In The News
Investment Management
Investments & Market Updates
Retirement Planning
Security & Privacy
Taxes
Business Owners
The United States Flag Folding Ceremony
Today is flag day, so I thought I would share an article from the Warbirds about the flag-folding ...
June 14, 2025
Firm Updates
Our Carmel, Indiana Office is Growing and is on the Move
We’re excited to share that our Carmel office location is growing and will be moving just a few steps down the hall!
May 28, 2025
Taxes
Why You Should Provide Your Tax Return to Your Financial Advisor Each Year
With the 2024 tax season behind us, now is an ideal time to share a copy of your ...
May 5, 2025
Client Experience
Why “Top Advisor” Awards Are Misleading (And What Actually Matters Instead)
I’m writing this blog today to address the flurry of hollow awards that exist in the financial advisor ...
April 16, 2025
Investments & Market Updates
Quarter 1, 2025 Market Review
Thank you for your interest in Total Wealth Planning’s Quarterly Market Review. This Review provides an update on the ...
April 9, 2025
Search
Search
Ask Us a Question: