Important Changes from Secure Act 2.0 in 2022
You probably remember hearing about the SECURE (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law as of January 1, 2020. This was the legislation that made changes to retirement savings and required minimum distributions from retirement plans. Specifically, the age for taking RMDs was increased […]
August 2022 Newsletter
“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.” Warren Buffett, CEO of Berkshire Hathaway A word from our Chief Investment Officer, Tom Mallini For the last twelve months I have been trying to get my mind around the economic impact of the significant monetary and fiscal stimulus injected […]
Jud Featured During Wise Money Week
As part of the 8th Annual Jacksonville Wise Money Week, our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial questions for members of the greater Jacksonville community. The panel set up a phone bank that afforded community members the […]
Melissa finishes the Boston Marathon!
Huge congratulations to our Client Relations Administrator, Melissa Land, for running the Boston Marathon. We are so proud of you, Melissa! Melissa trained hard for this event, and she ran fast. She left Boston with a heart full of gratitude. She said, “Boston is an amazing place and welcomes you and really respects running and […]
Together Planning helps clients navigate the markets
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 market volatility. Financial advisors manage client concerns “Some clients are also selling off high-priced stocks to invest in better bargains. “Re-balancing your portfolio has been a strategy that has worked […]
We have a new CFP® Professional
We are proud to announce that Lia Bertelson has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification requirements. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the […]
We are grateful
As we celebrate Thanksgiving with our families this week, we are taking a moment to share with you something that we are especially thankful for this year. You, as our valued client, are always at the top of our list. We would love to know what you are most grateful for this year too! Email […]
Jud Mallini Wise Money Week Phonebank
Our own Jud Mallini was pleased to participate as part of a team of representatives for the Financial Planning Association of Northeast Florida, answering financial questions for members of the greater Jacksonville community. The panel set up a phone bank that afforded community members the opportunity to call in and get advice and answers on […]