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…
I Love Precious Metals, but Not as an Investment
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…
Quarterly Economic Update February 2026
With all the chaos and volatility we saw in 2025, economic data has not changed significantly since our last quarter economic report. Equities and bonds both delivered positive returns. The…
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…
Feeling Lucky?
We hope you enjoy this fun article written by our Financial Planning Assistant, Jack Bertelson. Jack is doing a great job for us and is learning a lot about financial…
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…
