Blog

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-word
Read 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 bank
Read 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-home
Read 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 important
Read 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 you
Read 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 chance
Read 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 does
Read More

Subscribe to our mailing list.


By submitting this form, you are consenting to receive marketing emails from: Together Planning, 2631 NW 41st Street, Suite E2, Gainesville, FL, 32606, http://www.togetherplanning.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
MENU