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Too Much College Savings
College Planning

Too Much College Savings?!

By Joel Musser, CFP So, you followed the advice of your Financial Planner and have been putting away …

Retirement Surprises
Business Owners

The Biggest Surprises After Retirement – WSJ Readers Weigh In

Retirement can present a number of surprises. The Wall Street Journal article below is an interview of several …

Investments & Market Updates

Quarter 3, 2021 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that …

Investments & Market Updates

Portfolios receive an allocation to Clean Energy

By Jon Andre, CFP Clean energy companies have been increasing in numbers for several years and as this …

Kelly welcome back
Firm Updates

Kelly Loudon rejoins the Total Wealth planning family

As a fee-only fiduciary and financial planning firm in Cincinnati, we are blessed with the best clients and …