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Retirement Planning
2022 IRS Annual Limit Changes
By Chris Allen, CFP The IRS generally raises the income phaseout limits and contribution limits according to cost-of-living …
Investments & Market Updates
Quarter 4, 2021 Market Review
We are pleased to share a review of world capital market performance and a timeline of events that …
Firm Updates
Total Wealth Planning Acquires Howell Financial Advisors
Total Wealth Planning’s newest acquisition increases its Assets Under Management (AUM) to over $900M. Cincinnati, OH — Total …
Retirement Planning
Is Your 401(k) Plan Underperforming?
Are you looking to improve the results of your retirement plan in the new year? If you are …
College Planning
Too Much College Savings?!
By Joel Musser, CFP So, you followed the advice of your Financial Planner and have been putting away …
