Since the “Great Recession†ended, the U.S. economy has grown, although at a much slower pace than historically. We have seen record low levels of
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
I want to own the world. Well, not really. Greed is not really my thing, and I actually love the simplicity of fewer possessions. But
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
Have you noticed the significant uptick in the number of articles in the past few years about young people who save 60+% of their income,
We are proud to have joined the National Association of Personal Financial Advisors (NAPFA). This organization of fee-only financial planners requires an ethics oath and
If you watch or listen to market news, you have likely heard analysts mention the flattening of the yield curve, or the possibility of yield
I was recently alerted to Ray Dalio’s new book, Big Debt Crises, while listening to an interview of him done by Barry Ritholtz. Listen to
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