Reminders
Helping the Children of our Clients
We launched our firm in 2015 and named it Together Planning. We liked the name for many reasons, but one of the bigger reasons is
Jud Mallini
May 30, 2024
We launched our firm in 2015 and named it Together Planning. We liked the name for many reasons, but one of the bigger reasons is
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
“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
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
Reminder to check your IRA and Roth IRA contribution amounts for 2023 before April 15th! After April 15th, the tax filing deadline, you will no
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
Well, we are now fully in election season. During election years, we are often asked by our clients if we should be changing our portfolio
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
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
4651 Salisbury Road
Suite 130-A
Jacksonville, FL 32256
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 107
Roswell, GA 30075