The Total Wealth Plan
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An online journal of our latest views and no-nonsense financial education.
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...
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...
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...
February 28, 2017
Is it really worth paying someone for financial advice?
Although most Americans believe they are not saving enough for retirement, few are able to make lasting c...
February 24, 2017
When the DOW surpassed 20,000 recently, many people predicted an immediate market correction. Thus far, they’ve been wrong. And while it’s quite attention gra...
October 27, 2016
Are you shopping for health insurance? Beginning November 1st, you and your family can apply for new health insurance or switch healthcare providers by using t...
October 25, 2016
To say the least, this year's US Presidential election has been unsettling and extremely polarizing. Partisan rancor has the nation divided, and cautious invest...
September 20, 2016
In retirement, how much can you safely withdraw from your investments?
When it comes to retirement, the amount you spend is often more important than how you i...
September 13, 2016
What should investors do when markets get bumpy?
When markets are volatile, it's tempting to change something in your investment plan simply because other inve...
September 6, 2016
Welcome to the Age of Longevity!
When our nation was founded, a citizen could expect to live to the ripe old age of 35. Now, most of us expect to live that lon...
Older Posts >
The Impact of Working Part-time In Retirement
A Mortgage Free Retirement May Not Be The Best Financial Decision
July 30, 2018
Current Workers More Confident About Retirement Than Actual Retirees
May 29th (5/29) is National 529 College Savings Plan Day!
May 21, 2018
Low Volatility Years Usually Calm Before The Storm
The Value Of Financial Advice
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?
Surviving Market Volatility
Economy & Markets (11)
Shared Articles (3)