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, 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...
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...
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 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...
August 31, 2016
If you're planning for retirement, don’t forget the cost of healthcare. As you age, the portion of your budget consumed by health-related costs is likely to ris...
July 20, 2016
People often struggle with the choice of either reducing their current debt or increasing their push to save for retirement. Deciding whether to pay off student...
July 12, 2016
You probably understand the basic financial concepts of budgeting, saving, and planning for retirement. But this doesn't necessarily mean you are in full contr...
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!
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
How Much Can You Safely Spend In Retirement?
Surviving Market Volatility
September 13, 2016
Economy & Markets (11)
Shared Articles (3)