The Total Wealth Plan
How We Help
An online journal of our latest views and no-nonsense financial education.
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...
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...
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 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...
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...
June 4, 2014
In this video, we discuss our role as a fiduciary and provide an overview of the services we offer our clients.
June 3, 2014
In this video, we discuss our investment philosophy and how we put it to work for clients.
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
Are You Expecting A Financial Windfall?
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)