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LET'S TALK
Cash Flow and Budgeting
Lia Bertelson

My Son Decided Not to Do His Homework

…and I Think that Bodes Well for His Future Before laying out this potentially controversial argument about the value in my child’s decision not to

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Lia Bertelson April 29, 2019
Uncategorized
Lia Bertelson

Melissa finishes the Boston Marathon!

Huge congratulations to our Client Relations Administrator, Melissa Land, for running the Boston Marathon.  We are so proud of you, Melissa!  Melissa trained hard for

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Lia Bertelson April 16, 2019
Investing
Tom Mallini

Together Planning helps clients navigate the markets

Together Planning’s Lia Bertelson shared her thoughts with the Atlanta Business Chronicle about how we are helping our financial planning and investment management clients navigate

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Tom Mallini April 8, 2019
Spring Cling Cyber life Together Planning
Uncategorized
Lia Bertelson

Don’t forget to KonMari™ your cyber life this spring.

Have you fallen under the spell of Marie Kondo and her passion for choosing joy through tidying up? I first heard of her about three

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Lia Bertelson March 21, 2019
Investing
Lia Bertelson

I want to own the world. You should too.

I want to own the world. Well, not really. Greed is not really my thing, and I actually love the simplicity of fewer possessions. But

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Lia Bertelson March 18, 2019
CFP-Certified-Financial-Planner-Together-Planning
Uncategorized
Lia Bertelson

CFP Board Ethics Updates: What they mean for you

We at Together Planning value the CERTIFIED FINANCIAL PLANNERTM marks[i] because we believe that the public is well served by the efforts of the CFP

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Lia Bertelson February 28, 2019
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