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
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
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