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Welcome to our website, where you'll find a wealth of information in the form of newsletter articles and calculators.

Total Planning works with professionals and their families to assist them in all of life's important planning needs. We offer health, life, and disability insurance planning for the professional and their family. Most of our clientel work in the medical, dental, or veterinary fields. We also help professionals with insurance needs for starting or purchasing a practice.

Since its inception over 34 years ago,Total Planning has expanded to service clients located throughout the United States. Please feel free to contact us for more information about our insurance strategies.

Thank you,

The Total Planning Team

Newsletters

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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