Our Thoughts
News
Tom’s 2025 Q1 Economic Update
So far in 2025, U.S. stock indexes are down while bonds and international stocks are up. After a positive 3% return in January, U.S. stocks
Tom Mallini
May 6, 2025
Reminders
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
Lia Bertelson
April 24, 2025
Investing
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,
John Abernethy
March 21, 2025
News
2024 Contribution Deadlines & Limits
April 15, 2025 is the last day to make your 2024 Contributions The tax filing deadline is quickly approaching, and with it the deadline to
Lia Bertelson
March 6, 2025
Taxes
Tax Season and our 2024 Tax Letter
Hello and welcome to tax season! Everyone at Together Planning works hard all year helping our clients prepare for taxes, because taxes are more than
Jud Mallini
February 24, 2025
News
Tom Mallini
January 28, 2025