We understand that with everything happening in the world right now, it’s normal to feel unsettled. The combination of economic, political, and global uncertainty can ...
Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...
The Corporate Transparency Act went into effect January 1, 2024 which requires certain small companies to file a Beneficial Ownership Information form through the FinCen ...
Total Wealth Planning is pleased to announce that it has been named one of America’s Top RIAs in Financial Advisor Magazine’s 2023 RIA survey. Financial ...
Cincinnati, OH – August 5, 2022 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the appointment of its newest shareholders, Jon Andre, ...
2nd Airing: Total Wealth Planning’s 30-minute show titled Getting Retirement Right! will air again in Cincinnati on Channel 64, WSTR-TV at 3:30 PM ET on Saturday, April 24th! ...
“Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away.” Read ...