Category: In The News
Total Wealth Planning Named National Wealth Management Leader
Financial Advisor magazine ranks Total Wealth Planning as a top company in assets managed nationwide. http://local.cincinnati.com/share/story/208577
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Pay Student Loans Faster
Rob Siegmann gives advice on making the decision to pay off student loan debt or investing the money.
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Differences Between Fee-Only Advisers Rob S. Article
Rob Siegmann explains the truth and value of a fee-only, comprehensive wealth management advisory relationship.
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Baby Boomers Funding Family Trips Article Jon Andre Quoted
Jon Andre speaks about vacation ideas for baby boomers that want to fund multi-generational family vacations.
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Total Wealth Planning Quoted in Wallstreet Journal
Rob Siegmann selected by Wallstreet Journal to contribute to their article “biggest 401k mistakes”. http://online.wsj.com/article/SB10001424127887324240804578415083879611400.html#printMode
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Global Real Estate Back in Favor Rob S. Quoted
In this article Rob Siegmann speaks about rebounding foreign investments.
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Total Wealth Planning Joins West Chester-Liberty Community Foundation
Total Wealth Planning joins the West Chester-Liberty Community Foundation as the organizations first independent investment firm to be part of their investment management family.
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