Our Thoughts
Tom’s Economic Update
Last week, two employment reports were released that showed a decline in new hires and an increase in new jobless claims. Markets immediately began a sell-off driven by concerns that
Using RMDs for Charitable Contributions
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD)
How to Avoid Capital Gains Tax When You Sell Your Home
One of the tax tips that appears on the tax planning reports we prepare for clients is “Keep track of your home improvement expenses for determining your adjusted cost basis
Helping the Children of our Clients
We launched our firm in 2015 and named it Together Planning. We liked the name for many reasons, but one of the bigger reasons is that we wanted to help
Tom’s Q1 Economic Update
Inflation, national debt, deficit spending, GDP, productivity, how does a person sort through and make sense from all this data? In 1966, I was a high school senior, and I
Tax Planning with Together Planning
“In the world, nothing is certain except death and taxes.” -Benjamin Franklin Tax planning is a key component of financial planning, and we use a cutting edge product called Holistiplan