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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 …

Total Wealth Planning
Investments & Market Updates

Quarter 1, 2021 Market Review

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

Investments & Market Updates

Is Anyone Managing Your 401(k)?

Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, …