The Total Wealth Plan
How We Help
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...
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 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...
November 7, 2016
Beginning in December 2016, Oregon is planning to launch a new ABLE Savings Plan for individuals with special needs or disabilities. ABLE (Achieving a Better L...
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 6, 2016
Are you expecting a financial windfall? Receiving a large inheritance or other sizable sum of money is a stroke of good fortune that most of us believe only hap...
September 27, 2016
If you're eligible for an early-retirement package from your employer, you should determine whether post-retirement medical coverage is included. These packages...
Older Posts >
The Impact of Working Part-time In Retirement
September 4, 2018
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
February 6, 2018
The Value Of Financial Advice
Are You Expecting A Financial Windfall?
Healthcare Options If You Retire Early
How Much Can You Safely Spend In Retirement?
September 20, 2016
Surviving Market Volatility
September 13, 2016
Economy & Markets (11)
Shared Articles (3)