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
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