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College Planning
Too Much College Savings?!
By Joel Musser, CFP So, you followed the advice of your Financial Planner and have been putting away …
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 …
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 …
