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
I don’t have a list of steps to double your net worth by next year. I can’t give you a recipe to retire early with
The end of the year can remind us of last-minute things we need to address and the goals we want to pursue. Let’s work on
You probably remember hearing about the SECURE Â (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law
“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
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
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
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
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