Blog

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
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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
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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
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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
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I want to own the world. You should too.

I want to own the world. Well, not really. Greed is not really my thing, and I actually love the simplicity of fewer possessions. But I do want to have exposure to the whole world in my investment portfolio. It is not an obvious choice. Since 2010, International equities have
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CFP Board Ethics Updates: What they mean for you

We at Together Planning value the CERTIFIED FINANCIAL PLANNERTM marks[i] because we believe that the public is well served by the efforts of the CFP Board to elevate the financial planning profession through its high standards of both ethics and competence. Jud earned the right to use the CFP® marks
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Surprised by your tax return?

2018 was Year 1 of the Tax Cuts and Jobs Act signed into law in 2017, so we are just now seeing the results for families as they begin to file their tax returns.  Here are a few of the biggest factors we have seen in our financial planning clients
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Paying for college soon?

I attended a webinar yesterday hosted by Joe Messinger, CFP®, ChFC®, CLU®, co-founder of Capstone College Partners. He and his company provide expert advice and train other advisors in helping their clients navigate college funding.  Their mission is to end the student loan crisis one family at a time. We
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