My last post centered around starting retirement planning with a vision, not a number. It’s tempting to jump straight into the math. But before you
Most people start planning for retirement by asking, “How much do I need?”That’s a fair question. But if you’re like the thoughtful, intentional clients I
During President Trump’s first term, the Tax Cuts and Jobs Act (TCJA) of 2017 made several major changes to tax laws. To limit the projected
So far in 2025, U.S. stock indexes are down while bonds and international stocks are up. After a positive 3% return in January, U.S. stocks
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
“Don’t just do something, stand there!” – Jack C. Bogle, founder of Vanguard When markets experience turbulence, as they have for the past several weeks,
April 15, 2025 is the last day to make your 2024 Contributions The tax filing deadline is quickly approaching, and with it the deadline to
Hello and welcome to tax season! Everyone at Together Planning works hard all year helping our clients prepare for taxes, because taxes are more than
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 112
Roswell, GA 30075