Where Should I Be Saving? A Guide to Retirement Account Types
So far in our retirement planning series, we’ve covered how to create a vision for your retirement and put numbers to that vision. You now have a target that’s meaningful and…
Entries by Lia Bertelson
What Will Your Retirement Actually Cost?
My last post centered around starting retirement planning with a vision, not a number. It’s tempting to jump straight into the math. But before you figure out how much you…
Retirement Isn’t a Number. It’s a Vision.
Most people start planning for retirement by asking, “How much do I need?”That’s a fair question. But if you’re like the thoughtful, intentional clients I work with at Together Planning…
Tax Implications of the One Big Beautiful Bill Act
During President Trump’s first term, the Tax Cuts and Jobs Act (TCJA) of 2017 made several major changes to tax laws. To limit the projected effect on the deficit at…
Deciding when to claim Social Security
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long career, your projected social security…
Markets & Mayhem: A History of Geopolitical Crisis and Market Resilience
“Don’t just do something, stand there!” – Jack C. Bogle, founder of Vanguard When markets experience turbulence, as they have for the past several weeks, I’m grateful for my background…
Tax Planning with Together Planning
Tax planning is a key component of financial planning, and we use a cutting edge product called Holistiplan to reduce the lifetime tax burden for our clients.
Planning for Retirement with Social Security
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long career, your projected social security…
Are you ready to sign your tax return?
Imagine it’s April and your tax preparer has just sent you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying…
Getting ready 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 be expecting?” This is…
