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Total Wealth Planning

American Taxpayer Relief Act of 2012 – Last Minute Tax Law Changes

As in typical government fashion our legislative bodies waited to the last minute of the last hour to …

Total Wealth Planning
Business Owners

When to Exit? The Quiet Millionaire® Business Owner’s Biggest Dilemma

There are only a few certainties in life: death, taxes, and the one thing few successful business owners …

Business Owners

Six Costly Mistakes That Business Owners Make When Exiting Their Business

The wealth of many boomers is tied up in businesses they own, and this can be a problem …

Total Wealth Planning
In The News

Don’t Fall for Ponzi Schemes

Rob Siegmann featured in Howard Ain’s Indian Hill Journal article about how to avoid Ponzi schemes.

Total Wealth Planning
In The News

Financial Advisor – How Advisors Search for Stand-Out Managers

Jon Andre featured in Advisor IQ speaking about choosing the best suited portfolio managers for clients.