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Donor Advised Fund. What is it and how does it work?

Friday, September 20, 2019

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. A donor-advised fund is similar to a private foundation but requires less money, time, legal assistance, and administration to establish and maintain. What is a donor-advised fund? Technically, a donor-advised fund is an agreement between a donor and a host organization (the fund) that gives the donor the right to advise the fund on how the donor's contributions will be invested
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Total Wealth Planning named finalist in Cincinnati Business Courier's 2-10 Best Places to work!

Monday, September 16, 2019

Excited and proud of the Total Wealth Planning, LLC team for being named a finalist in the Cincinnati Business Courier Best Places to Work program. This honor could not be possible without the hard work, team environment and genuine care and passion for what we do everyday to guide clients and their families on their path to financial prosperity.
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Don't let your small business distract you from your own finances

Thursday, August 22, 2019

Many small business owners place as much as possible on their own shoulders, usually due to habit or lack of help. Unfortunately, retirement always comes faster than you expect and if you aren't careful, you'll wake up one day to realize that you have not put enough time into planning your own finances.
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Minimizing Tax Burden After Retirement

Wednesday, August 14, 2019

Retirement



There are many ways to ensure that your tax burden is minimized during your retirement, ensuring that you retain the most of your hard-earned money to allow a comfortable lifestyle.
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Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

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Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.

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We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.

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FOR OVER 25 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.


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Total Wealth Planning named finalist in Cincinnati Business Courier's 2-10 Best Places to work!
Monday, September 16, 2019


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