Your browser does not support JavaScript

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

The Real ID Act grants one year extension
Posted By:  Rob Siegmann MBA
Wednesday, August 26, 2020

REAL ID Act

By now, I'm sure you have heard of the REAL ID Act. If not, it's a federal initiative to establish a minimum security standard for the state issued identification. In response to the COVID pandemic, the requirement to have a REAL ID compliant form of identification has been extended for one more year, until October 1, 2021.

What does this mean? Starting October 1, 2021 all federal facilities - including boarding commercial aircraft - will only be accessible with a REAL ID compliant license or passport. While passports will still be an acceptable form of identification, many people will likely want to obtain a REAL ID compliant drivers license as well.

For Ohio, the following documentation is needed when renewing your license:
  • Proof of Full Legal Name, Date of Birth, and Legal Presence in the US. These 3 can be done with either a US Birth Certificate, US Passport or US Passport Card.

  • Social Security Number can be proved with a Social Security Card, W-2 or 1099 Income Statement.

  • Proof of Ohio residency (Street Address) needs to be proved by two documents. There are many options, but some include financial institution statements, Federal or Ohio income tax returns, insurance policy cards, Ohio motor vehicle title, mortgage account statements, and many more.

  • Finally, if your name does not match that of your birth certificate or passport, you must bring a marriage certificate or license, divorce decree, or court ordered name change paperwork to prove your legal name.
If you live outside the state of Ohio, you should check with your BMV to see if their requirements differ from those above.

If you are interested to learn more, you might consider reviewing the FAQs available on the Dept. of Homeland Security website.



 
 
Subscribe To Our Blog

Blog Categories

  • In the News
  • Business Owners
  • Charitable Planning
  • Client Experience
  • College Planning
  • Estate Planning
  • Executive Compensation
  • Firm Updates
  • Investments & Market Updates
  • Retirement Planning
  • Security & Privacy
    • 08/26/2020 - The Real ID Act grants one yea
    • 08/05/2020 - Five Years of Shredding and Go
    • 03/26/2020 - Cybersecurity for Remote Worke
    • 10/03/2019 - Your security is important to
    • 02/25/2019 - Credit Protection - Freezing a
    • 09/21/2018 - The Equifax Breach - One Year
    • 02/22/2018 - Signs of Tax Identity Theft
    • 09/08/2017 - Equifax Data Breach
    • 05/17/2017 - How to Protect Your Personal D
  • Taxes
  • Financial Planning
 

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.

Learn More
 

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.




Learn More
 

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.


Learn More

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.


Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

CONTACT INFO


 

WHAT'S NEW AT TWP


       
CORPORATE EXECUTIVES

FAMILIES

PRE-RETIREES / RETIREES

BUSINESS OWNERS

DISCLOSURES
ECONOMIC OUTLOOK

BLOG & NEWS

VIDEO LIBRARY

FORM CRS
   
4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


SEE MORE >

Follow us on Google+
Blog & News
Follow us on Twitter
Find us on Facebook
DISCLOSURES | COPYRIGHT © 2020. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.
GET STARTED
READY TO
GET STARTED?