Our Thoughts

Preparing for Tax Season

January 21, 2026

Preparing 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 I...

Feeling Lucky?

January 14, 2026

We hope you enjoy this fun article written by our Financial Planning Assistant, Jack Bertelson. Jack is doing a great job for us and is learning a lot about financial...

January Updates from Together Planning

January 8, 2026

We are honored to be celebrating our tenth anniversary of serving clients with Financial Planning and Investment Management. It has been a very rewarding journey as we work together as...

Year-End Reminders from Together Planning

December 1, 2025

Turkey Day has come and gone. We hope you and your family enjoyed good food, time together, football games, and maybe some early holiday shopping. We are moving now into...

Tom’s 2025 Q3 Economic Report

November 12, 2025

Please Note: This article contains several acronyms and technical terms. Please refer to the glossary at the end for definitions, or contact a member of our team for further clarification. In our...

The Gift of Education: How Grandparents Can Help Fund College

November 4, 2025

Many of our clients list education as a priority for their family, and most have plans to help their children and even grandchildren pay for college. In this article we...

Boost Your Retirement: Why Most Should Delay Social Security

October 22, 2025

One question that we are asked pretty often is whether it makes sense to delay Social Security, claim on time, or claim early. This can be a complex question, depending...

Smart Charitable Giving for Every Family

October 3, 2025

Many of our clients have a desire to share their resources by supporting charitable organizations or faith-based organizations. There are several ways to make your charitable contributions even more tax-efficient.

Navigating the Annual Gift Limit: What You Need To Know

September 23, 2025

Many families we work with inquire about the annual gift limit, how it operates, and the implications of exceeding it. This is a common and important question, and sometimes the...