Our Thoughts
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
Year-End Reminders from Together Planning
Turkey Day has come and gone. We hope you and your family enjoyed good food, time together, football games, and maybe some early holiday shopping. We are moving now into
Tom’s 2025 Q3 Economic Report
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. In our
The Gift of Education: How Grandparents Can Help Fund College
Many of our clients list education as a priority for their family, and most have plans to help their children and even grandchildren pay for college. In this article we
Boost Your Retirement: Why Most Should Delay Social Security
One question that we are asked pretty often is whether it makes sense to delay Social Security, claim on time, or claim early. This can be a complex question, depending