Jud Featured During Wise Money Week

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 for the Financial Planning Association of Northeast Florida, answering financial questions for members of the greater Jacksonville community. The panel set up a phone bank that afforded community members the […]

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 […]

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 market volatility. Financial advisors manage client concerns “Some clients are also selling off high-priced stocks to invest in better bargains. “Re-balancing your portfolio has been a strategy that has worked […]

CFP Board Ethics Updates: What they mean for you

CFP-Certified-Financial-Planner-Together-Planning

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 Board to elevate the financial planning profession through its high standards of both ethics and competence. Jud earned the right to use the CFP® marks in 2009 and I just […]

Surprised by your tax return?

tax 2019

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 families as they begin to file their tax returns.  Here are a few of the biggest factors we have seen in our financial planning clients being surprised by the effect […]

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 […]

Are you on F.I.R.E.?

Have you noticed the significant uptick in the number of articles in the past few years about young people who save 60+% of their income, limit their expenses to the bare minimum and retire before age 40?  The name for this movement is F.I.R.E.: Financial Independence, Retire Early. There are a couple of great takeaways […]