Jud Mallini, Author at Together Planning

About Jud Mallini

Jud became a CERTIFIED FINANCIAL PLANNER™ Professional in 2006 and founded Together Planning in 2015. He lives in Jacksonville, FL.

Entries by Jud Mallini

Roth Conversion to CRCC

September 15, 2026

If you or your parents are planning a move to a CCRC, let’s talk about this Roth conversion that could save you money!

I Love Precious Metals, but Not as an Investment

February 19, 2026

Plenty of clients and friends have asked me recently whether they should buy gold. You may have seen that the price of an ounce of gold rose 60% in 2025…

Helping the Children of our Clients

May 30, 2024

We launched our firm in 2015 and named it Together Planning. We liked the name for many reasons, but one of the bigger reasons is that we wanted to help…