Blog

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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Are you on F.I.R.E.?

Have you noticed the significant uptick in the number of articles in the past few years about young people who save 60+% of their income, limit their expenses to the bare minimum and retire before age 40?  The name for this movement is F.I.R.E.: Financial Independence, Retire Early. There are
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2019 Outlook

We have read through all the market commentaries and outlook narratives that were sent to us in the latter part of 2018 by our contacts in the investing industry. The repeated theme for the 2019 outlook was “Down but not Out.” Many economists and fund managers are expecting growth and
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New Membership in NAPFA

We are proud to have joined the National Association of Personal Financial Advisors (NAPFA). This organization of fee-only financial planners requires an ethics oath and continuing education beyond what is required by the CFP® Board. Here is a summary from the “About NAPFA” page of the organization’s web site.   The
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