Category: In The News
The United States Flag Folding Ceremony
Today is flag day, so I thought I would share an article from the Warbirds about the flag-folding ceremony and how it represents the same ...
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Why “Top Advisor” Awards Are Misleading (And What Actually Matters Instead)
I’m writing this blog today to address the flurry of hollow awards that exist in the financial advisor space. As a fee-only fiduciary serving many ...
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Recent Market Volatility
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 ...
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2025 IRS Annual Limit Changes
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 ...
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Corporate Transparency Act Requirement for LLCs, FLPs and More
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 ...
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Total Wealth Planning Named One of America’s Top RIA Firms by Financial Advisor Magazine
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 ...
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Total Wealth Planning announces Jon Andre, CFP® & Joel Musser, CFP® as shareholders
Cincinnati, OH – August 5, 2022 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the appointment of its newest shareholders, Jon Andre, ...
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“Getting Retirement Right” Will Air Tomorrow on WSTR (Ch 64) (Saturday, April 24)
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! ...
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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 and Channel 64! The baby boom generation, ...
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Joel Musser wins 1st place at Courier Stock Contest
“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 ...
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