Let’s talk about the B-word
…the part of financial planning that everyone dreads, no matter their income. This week I received an email from a client with some answers to follow-up questions about her financial plan. At the end she wrote, “no progress on the b-word. Sorry.” It made me laugh out loud. The b-wordRead More
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 bankRead More
Two incomes may not be better than one
Or, why some well-educated feminists stay home. [The messy truth about gender roles in my family.] When my husband made partner at his law firm in 2009, they hosted a small but sweet dinner for him, along with the other new partners and their spouses. I had been a stay-at-homeRead More
My Son Decided Not to Do His Homework
…and I Think that Bodes Well for His Future Before laying out this potentially controversial argument about the value in my child’s decision not to do homework, let me make an obvious disclaimer: I am not a parenting expert. I love being a mom, and it is my most importantRead More
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 youRead More
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 clients navigate market volatility. “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 for people,” said Lia Bertelson,Read More
No Brackets Needed Here
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 of a perfect bracket? There are 263, or 9,223,372,036,854,775,808 possible outcomes in the NCAA tournament. That would mean there’s a 1 in 9.2 quintillion chanceRead More
Don’t forget to KonMari™ your cyber life this spring.
Have you fallen under the spell of Marie Kondo and her passion for choosing joy through tidying up? I first heard of her about three years ago when a friend mentioned she was reading a book (Kondo’s “The Life-Changing Magic of Tidying Up”) about letting go of everything that doesRead More