Our Thoughts
When & How to Claim Social Security
You’ve built a plan, started investing in the right accounts, and chosen a mix of low-cost, globally diversified investments. Now it’s time to talk about one of the most important
Tom’s 2025 Q2 Economic Update
Please Note: This article contains several acronyms and technical terms. Please refer to the glossary at the end for definitions, or contact a member of our team for further clarification.
What Should I Actually Invest In?
Continuing our series on retirement planning, we’ve already covered why retirement planning should begin with a vision – not just a number. Once you’ve clarified your goals and lifestyle in
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
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,