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All
  • All
  • Business Owners
  • Charitable Planning
  • Client Experience
  • College Planning
  • Estate Planning
  • Executive Compensation
  • Financial Planning
  • Firm Updates
  • In The News
  • Investments & Market Updates
  • Retirement Planning
  • Security & Privacy
  • Taxes
  • Uncategorized
Investments & Market Updates

Dimensional Fund Advisors – A Superior Approach to Investment Management

If you are evaluating mutual funds based on lower expense ratios (highly recommended!), then you likely will have …

Investments & Market Updates

Spring Cleaning for Your Investment Portfolio

Spring is here and it is time for Spring cleaning! By Dave Wilder, CFP Each Spring a popular family …

Q1
Investments & Market Updates

Quarter 1, 2022 Market Review

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

Firm Updates

How Does Total Wealth Planning Support Our Community?

By Robert Siegmann Giving back to our community in a variety of ways is important to our team, …

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 …