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
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
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
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
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
Surprised by your tax return?
2018 was Year 1 of the Tax Cuts and Jobs Act signed into law in 2017, so we are just now seeing the results for
