Our Thoughts


Let’s talk about the B-word
…the part of financial planning that everyone dreads, no matter their income. This week I received an email from a client with some answers to


Jud Featured During Wise Money Week
As part of the 8th Annual Jacksonville Wise Money Week, our own Jud Mallini was pleased to participate as part of a team of representatives


Two incomes may not be better than one
Or, why some well-educated feminists stay home. [The messy truth about gender roles in my family.] When my husband made partner at his law firm


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


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