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Flipbooks

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Calculators

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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

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators