News
2024 Contribution Deadlines & Limits
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
Lia Bertelson
March 6, 2025
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
It is that time of the year again when many companies have their open enrollment period for group benefits. We’d like to be there to
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
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
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Phone: 904-476-7758
4651 Salisbury Road
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Jacksonville, FL 32256
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Phone: 470-443-1808
599 W Crossville Road
Suite 107
Roswell, GA 30075