Our Thoughts
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
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
Planning for Retirement with 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
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
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
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