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Total Wealth Planning
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 …

Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!
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 …

spring-cleaning-in-advance-of-our-upcoming-shred-day
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 …

Why You Should Provide Your Tax Return to Your Financial Advisor Each Year
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 …

Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!
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 …