The Total Wealth Plan
How We Help
An online journal of our latest views and no-nonsense financial education.
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...
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...
August 2, 2016
After the market staged an impressive recovery off of its swoon during the first two months of 2016, and then weathered the UK's June Brexit vote, we are mindfu...
June 24, 2016
Yesterday, by a narrow margin, the citizens of the United Kingdom voted to exit the European Union. This move was quite unexpected by financial markets, as poll...
May 24, 2016
The much anticipated final new rules on the Fair Labor Standards Act (FLSA) overtime standards were released by the Department of Labor last week, and whet...
May 21, 2016
Over the last few weeks we have seen the return of market volatility on concerns about the strength of the US economy and the potential timing of the Federal Re...
April 20, 2016
You can't help but hear about the frequent ups and downs of the Dow Jones Industrial Average or the S&P 500 index. The performance of both major U.S. indexes i...
February 23, 2016
When markets are volatile, it's tempting to change something in your investment plan simply because other investors seem to be running for the exits. Keeping a...
February 16, 2016
When markets are in turmoil, it’s very tempting to forget the long term picture and the achievements of the past, and feel you simply must do something to end t...
Older Posts >
The Impact of Working Part-time In Retirement
September 4, 2018
A Mortgage Free Retirement May Not Be The Best Financial Decision
July 30, 2018
Current Workers More Confident About Retirement Than Actual Retirees
June 7, 2018
May 29th (5/29) is National 529 College Savings Plan Day!
May 21, 2018
Low Volatility Years Usually Calm Before The Storm
February 6, 2018
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)