Insurance
It’s Open Enrollment Time!
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
Jud Mallini
September 26, 2024
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
Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should
We hope your New Year is off to a great start. One thing that we have done a lot more of in recent years is
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
6821 Southpoint Drive N
Suite 118
Jacksonville, FL 32216
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 112
Roswell, GA 30075