Total Wealth Planning

"We cannot predict the value our work will provide to the world. That’s fine. It is not our job to judge our own work. It is our job to create it, to pour ourselves into it, and to master our craft as best we can."

Potential for long-term growth: Roth IRAs allow you to invest in a wide range of assets such as stocks, bonds, mutual funds, and more. Over the long term, these investments have the potential to grow and compound, potentially resulting in substantial gains by the time you retire.

The person who works hard, pursues opportunity, and tries more things is more likely to stumble across a lucky break than the person who waits."

As you begin planning your charitable giving for the year, keep one strategy in mind for those over 70 ½ and taking required minimum distributions. bit.ly/3j6D6Hx

"We cannot predict the value our work will provide to the world. That’s fine. It is not our job to judge our own work. It is our job to create it, to pour ourselves into it, and to master our craft as best we can."

Studies have shown that giving back to others increases happiness levels. Volunteering can also contribute to lower levels of depression, particularly in people ages 65 and over. Check this out! bit.ly/3qkqazr

Here are some of our favorite (financial) New Year’s resolutions to share with friends or family! bit.ly/2U1RN3V

Looking to squeeze all the juice out of retirement? There’s much more to consider than financial or estate need. Hope you enjoy this Ted Talk youtu.be/DMHMOQ_054U

"We cannot predict the value our work will provide to the world. That’s fine. It is not our job to judge our own work. It is our job to create it, to pour ourselves into it, and to master our craft as best we can."

Potential for long-term growth: Roth IRAs allow you to invest in a wide range of assets such as stocks, bonds, mutual funds, and more. Over the long term, these investments have the potential to grow and compound, potentially resulting in substantial gains by the time you retire.

The person who works hard, pursues opportunity, and tries more things is more likely to stumble across a lucky break than the person who waits."

It takes the right team to help clients achieve their dreams. We’ve assembled a “dream team," passionate about serving clients in a manner that earns trust, and builds a healthy win-win relationship for multi-generations. bit.ly/2ZTPNt0

Have you been ultra-diligent in funding your children’s college fund just to find yourself in a situation where you have overfunded the goal and curious what to do..? bit.ly/3kE03S6

Our senior advisors are, themselves, experienced family business owners. We not only understand your unique challenges, we speak your language and have traveled the same road. We serve as a confidant and sounding board. bit.ly/3ilbw84

We cater to all parties in your household and bring transparency with customized family centric solutions. We stay disciplined to what is always best for you and your family’s goals. bit.ly/2WpYvSX

Longevity implies stability. This speaks to integrity. Total Wealth Planning has seen a lot over the last 30 years. This “years in business” accounts for firm succession and acquisitions, and you can be sure to trust we can handle anything new that the economy throws at us!

Are you a business owner? Total Wealth Planning’s professional advisors provide expert business planning guidance – no matter where you are in the journey. bit.ly/3B09v8A

Most people don’t understand insurance and may end up paying too much for it or not having enough coverage. Intelligent insurance planning evaluates your actual need for insurance and helps you find the most cost-effective options and strategies. bit.ly/39SkncM

Since our inception in 1989, Total Wealth Planning has served our client families according to a Fiduciary Standard of Care. Check out this article to learn about donor-advised funds and how to make significant charitable gifts over a long period of time. bit.ly/3gTa5gI

"We cannot predict the value our work will provide to the world. That’s fine. It is not our job to judge our own work. It is our job to create it, to pour ourselves into it, and to master our craft as best we can."