Total Wealth Planning

Total Wealth Planning Prior to joining Carson Wealth, TWP or Total Wealth Planning, was an Independent and comprehensive fee-only wealth planning firm since 1989.

We have now leveled up by merging into Carson Wealth. What makes us distinct is 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, kids, reti

rement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.

With the tax season nearly behind us, now is an ideal time to share a copy of your federal and state tax returns with yo...
04/04/2026

With the tax season nearly behind us, now is an ideal time to share a copy of your federal and state tax returns with your financial advisor. As an advisor at Total Wealth Planning, having a recent copy of a tax return enables our team to optimize each client’s specific tax situation, and leverage short and long term tax planning. opportunities. https://bit.ly/2SnpcWp

"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. I...
04/04/2026

"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."

An investor who achieves a higher rate of return over time will always have a higher portfolio value compared to an inve...
03/21/2026

An investor who achieves a higher rate of return over time will always have a higher portfolio value compared to an investor with a lower return. Right? Take a look! https://bit.ly/3zQt9DT

Potential for long-term growth: Roth IRAs allow you to invest in a wide range of assets such as stocks, bonds, mutual fu...
02/14/2026

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 tha...
02/11/2026

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 requ...
02/07/2026

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. https://bit.ly/3j6D6Hx

Flexibility and accessibility: Roth IRAs offer greater flexibility and accessibility than many other retirement accounts...
02/07/2026

Flexibility and accessibility: Roth IRAs offer greater flexibility and accessibility than many other retirement accounts. Unlike traditional IRAs, you can withdraw your contributions (not earnings) at any time without penalties or taxes. This can be useful in case of emergencies or unexpected expenses.

International markets offer a vast range of investment opportunities that may not be available in the U.S. alone. By div...
02/02/2026

International markets offer a vast range of investment opportunities that may not be available in the U.S. alone. By diversifying internationally, you gain access to industries, sectors, and companies that can potentially provide higher growth prospects and diversify your exposure to specific risks.

Studies have shown that giving back to others increases happiness levels. Volunteering can also contribute to lower leve...
01/17/2026

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! https://bit.ly/3qkqazr

Here are some of our favorite (financial) New Year’s resolutions to share with friends or family! https://bit.ly/2U1RN3V
01/03/2026

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

Address

4665 Cornell Road, Suite 160
Blue Ash, OH
45241

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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