Our Thoughts
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