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Our Promise To You

We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Blog & News

2021 Annual Retirement Contribution Limit Changes

Wednesday, November 25, 2020

2021 Annual Retirement Contribution Limit Changes

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying changing tax laws to your specific situation. Each year the IRS provides updates to a number of key limits that impact tax deductions, contributions, and other deferrals throughout the year.
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The Health Benefits of Giving Back

Tuesday, November 17, 2020

The Health Benefits of Giving Back


In recent years, I have found great purpose in giving back to a host of organizations that support, nurture and keep afloat other families in our community.  When you give back, you are not just helping others, you are positively impacting both your mind and your body. Here are just some of the possible benefits of giving back to your community.
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Growth triggers fee reductions in DFA funds

Tuesday, November 10, 2020

Growth triggers fee reductions in DFA funds


In response to outstanding growth in their core mutual fund business, one of our top mutual fund managers, Dimensional Fund Advisors (aka DFA Funds) have announced a decrease in the underlying fund operating costs. Additionally, DFA remains competitive in a crowded industry of investment professionals who continue to copy and model DFA's very successful and academic approach to focus on investing in areas that promote excess returns (i.e. market premiums) over plain vanilla index investing.
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2020 Year End Tax Planning Strategies

Tuesday, October 27, 2020

2020 Year End Tax Planning Strategies


Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying changes tax laws to your specific situation. Consider the following strategies to lower your 2020 tax bill.
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INVESTMENT
MANAGEMENT

Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.

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RETIREMENT AND
TAX PLANNING

We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.




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HOLISTIC/COMPREHENSIVE
PLANNING

Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.


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WE'VE BEEN LISTENING
FOR OVER 30 YEARS

Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


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