The Best Habits Are the Ones You Can Stick With
The best habits are the ones you can stick with. In January 2025, I made a phone call to a personal trainer at my local gym. I said, “I know…
Entries by Lia Bertelson
Should You Open Trump Accounts For Your Children?
Should you open Trump accounts for your children? The One Big Beautiful Bill Act of 2025 established a new type of account for children: the Trump account. Parents can opt…
Ready to sign your tax return?
If they haven’t already, your tax preparer will soon send you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying…
Make 2025 Retirement Contributions by April 15
April 15, 2026 is the last day to make your 2025 Contributions to IRAs, Roth IRAs and HSAs The tax filing deadline is quickly approaching, and with it the deadline…
Preparing for Tax Season
Preparing for Tax Season Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should I…
January Updates from Together Planning
We are honored to be celebrating our tenth anniversary of serving clients with Financial Planning and Investment Management. It has been a very rewarding journey as we work together as…
Year-End Reminders from Together Planning
Turkey Day has come and gone. We hope you and your family enjoyed good food, time together, football games, and maybe some early holiday shopping. We are moving now into…
The Gift of Education: How Grandparents Can Help Fund College
Many of our clients list education as a priority for their family, and most have plans to help their children and even grandchildren pay for college. In this article we…
Boost Your Retirement: Why Most Should Delay Social Security
One question that we are asked pretty often is whether it makes sense to delay Social Security, claim on time, or claim early. This can be a complex question, depending…
Smart Charitable Giving for Every Family
Many of our clients have a desire to share their resources by supporting charitable organizations or faith-based organizations. There are several ways to make your charitable contributions even more tax-efficient.
