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Paying off debt... right emotionally, wrong financially?

Tuesday, November 5, 2019

Good Debt

Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. For those approaching retirement, the number one question I hear is... should I pay off my mortgage? But competing with the desire to own your home free and clear is your need to invest for retirement, your child's college education, or some other goal. So how do you choose?


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Can't Take It With You

Thursday, October 17, 2019

Proactive Estate Planning is intended to create a formal structure and transparency around the transfer of assets and is a very important part of the Financial Planning process.
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Ohio Homestead Exemption

Wednesday, October 16, 2019

Ohio Homestead Exemption

We work with clients on a holistic basis at Total Wealth Planning. Oftentimes, this means looking for value or savings in all areas of a client's life.


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Total Wealth Planning is pleased to announce that Schwab has reduced the trading costs on ETFs (Exchange Traded Funds) to $0.

Monday, October 14, 2019

Schwab has reduce the trading costs on ETFs to $0.

Schwab reduces the trading fees to $0 and provides lower cost portfolios to clients of Total Wealth Planning.


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Paying off debt... right emotionally, wrong financially?
Tuesday, November 5, 2019


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