The Total Wealth Plan
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An online journal of our latest views and no-nonsense financial education.
February 10, 2020
A quietly-publicized tax bill worked its way through Congress last year and was signed into law on December 20th. Known as the Setting Every Community Up for Re...
September 4, 2019
Around the beginning of every year, most major financial publications print articles with interviews of market experts talking about what they expect in the com...
August 1, 2019
The second quarter of 2019 continued the positive returns from the first quarter, although not as robustly. In our latest investment briefing, found here, we lo...
September 4, 2018
More and more Americans are finding that after a planned and well-earned retirement, they still have a desire to work. Nearly 55% of people ages 60 to 64 were w...
July 30, 2018
A decision many homeowners face is whether to pay-off their home mortgage early by making additional principal payments, or, instead, to invest this surplus cas...
June 7, 2018
64% of today's workers , according to a recent survey by the Employee Benefit Research Institute (EBRI), feel very or somewhat confident in having enough mon...
May 21, 2018
A growing concern for many parents is the future cost of their child’s education, second only to retirement. With the sky rocketing cost of college tuition, par...
March 24, 2018
The only people who look forward to tax season may well be the cybercriminals who are trying to steal your personal information. Identity theft is the fastest...
February 6, 2018
2017 was one of the least volatile years in US stock market history, with most major indices enjoying 20% or more in positive returns. What might that tell us a...
May 3, 2017
Are you ready for the next hot IPO?
An initial public offering, or IPO, issued by a popular company can seem like a very tempting opportunity to buy into an earl...
Older Posts >
The Impact of Working Part-time In Retirement
A Mortgage Free Retirement May Not Be The Best Financial Decision
Current Workers More Confident About Retirement Than Actual Retirees
May 29th (5/29) is National 529 College Savings Plan Day!
Low Volatility Years Usually Calm Before The Storm
The Value Of Financial Advice
February 28, 2017
Are You Expecting A Financial Windfall?
October 6, 2016
Healthcare Options If You Retire Early
September 27, 2016
How Much Can You Safely Spend In Retirement?
September 20, 2016
Surviving Market Volatility
September 13, 2016
Economy & Markets (11)
Shared Articles (3)