Our Thoughts
Tax Implications of the One Big Beautiful Bill Act
During President Trump’s first term, the Tax Cuts and Jobs Act (TCJA) of 2017 made several major changes to tax laws. To limit the projected effect on the deficit at
Tom’s 2025 Q1 Economic Update
So far in 2025, U.S. stock indexes are down while bonds and international stocks are up. After a positive 3% return in January, U.S. stocks returned -2% in February, -6%
Deciding when to claim 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 career, your projected social security
Markets & Mayhem: A History of Geopolitical Crisis and Market Resilience
“Don’t just do something, stand there!” – Jack C. Bogle, founder of Vanguard When markets experience turbulence, as they have for the past several weeks, I’m grateful for my background
2024 Contribution Deadlines & Limits
April 15, 2025 is the last day to make your 2024 Contributions The tax filing deadline is quickly approaching, and with it the deadline to make your retirement account contributions
Tax Season and our 2024 Tax Letter
Hello and welcome to tax season! Everyone at Together Planning works hard all year helping our clients prepare for taxes, because taxes are more than a once-a-year obligation. They are