Blog & News - Total Wealth Planning

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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
College Planning

What Education and College Costs can be covered from a qualified state college savings plan?

We’re sharing an article originally posted on the Ohio College Savings Program’s website about eligible and ineligible college …

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, …