Retirement
Year-End Planning Tips for Retirees and Pre-Retirees
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
Jud Mallini
November 9, 2023
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 (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
March Madness is here and with it thousands of people will try to beat the odds by picking the perfect bracket. What are the odds
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
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Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
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Phone: 904-476-7758
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Phone: 470-443-1808
599 W Crossville Road
Suite 107
Roswell, GA 30075