We left our Group Health Plan for the ACA: Here is how it worked out

children wearing face masks

My husband and I are both partners in our firms, so neither of us have health care costs subsidized by employers. We have traditionally participated in his firm’s group plan, but rising costs over the past few years led me to look at other options. I started looking into the Affordable Care Act (ACA) plans […]

First-Time Homebuyer? Here’s How to Prepare Financially

first time homebuyer together planning

Recently I was asked to send in my top tip for first-time homebuyers to be included in a blog post for Redfin.  It was fun to get it back and see what other thoughts the other CFP® professionals offered.  Apparently many of us think alike!  I don’t agree with everything said here, but it is […]

Let’s talk about the B-word

Together Planning talks 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 follow-up questions about her financial plan. At the end she wrote, “no progress on the b-word. Sorry.” It made me laugh out loud. The b-word that she so dreads is, […]

Two incomes may not be better than one

Together Planning for the future

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 in 2009, they hosted a small but sweet dinner for him, along with the other new partners and their spouses.  I had been a stay-at-home mom for a few months […]

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 do homework, let me make an obvious disclaimer: I am not a parenting expert. I love being a mom, and it is my most important work, but my husband and […]

Paying for college soon?

together-planning-college-fund-plan

I attended a webinar yesterday hosted by Joe Messinger, CFP®, ChFC®, CLU®, co-founder of Capstone College Partners. He and his company provide expert advice and train other advisors in helping their clients navigate college funding.  Their mission is to end the student loan crisis one family at a time. We fully support his mission of […]