…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
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
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
…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
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
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
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
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
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