Our Thoughts
Using RMDs for Charitable Contributions
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use
How to Avoid Capital Gains Tax When You Sell Your Home
One of the tax tips that appears on the tax planning reports we prepare for clients is “Keep track of your home improvement expenses for
Helping the Children of our Clients
We launched our firm in 2015 and named it Together Planning. We liked the name for many reasons, but one of the bigger reasons is
Tom’s Q1 Economic Update
Inflation, national debt, deficit spending, GDP, productivity, how does a person sort through and make sense from all this data? In 1966, I was a
Tax Planning with Together Planning
“In the world, nothing is certain except death and taxes.” -Benjamin Franklin Tax planning is a key component of financial planning, and we use a
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