Charitable Giving
We love to partner with our clients to help them support the organizations that are meaningful to them. There are several ways that we can work with clients to make your charitable contributions even more tax-efficient.
Entries by Lia Bertelson
Schwab Banking Services
Recently Schwab has expanded their banking offerings to advisory clients and we wanted to let you know what they have available. Simplicity and convenience are paramount to most people in choosing a bank, and having your bank connected to your investment account could make things easier for you. It might even save you some money.
Do alternative Investments Belong In Your Portfolio?
You may have heard the term “alternative investments” and wondered what it means exactly. Or perhaps you have heard that as your portfolio reaches a certain threshold you should incorporate alternative investments to enhance your return or diversify your risk. In this post we are going to share some background information on alternative investments and our views about when they should be included in a portfolio.
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…
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…
