Our Thoughts
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A few friendly reminders
Reminder to check your IRA and Roth IRA contribution amounts for 2023 before April 15th! After April 15th, the tax filing deadline, you will no
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![Lia Bertelson](https://7zv5f4.p3cdn1.secureserver.net/wp-content/uploads/2020/03/Lia-Bertelson-Together-Planning-150x150.jpg)
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
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Investing during Election Season
Well, we are now fully in election season. During election years, we are often asked by our clients if we should be changing our portfolio
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![Lia Bertelson](https://7zv5f4.p3cdn1.secureserver.net/wp-content/uploads/2020/03/Lia-Bertelson-Together-Planning-150x150.jpg)
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
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Learn More about Donor-Advised Funds
We hope your New Year is off to a great start. One thing that we have done a lot more of in recent years is
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![Lia Bertelson](https://7zv5f4.p3cdn1.secureserver.net/wp-content/uploads/2020/03/Lia-Bertelson-Together-Planning-150x150.jpg)
Building wealth can be boring. In fact, it usually is.
I don’t have a list of steps to double your net worth by next year. I can’t give you a recipe to retire early with