Talk about aging while you are still young

  No one wants to talk about what is going to happen as they get older. The realities of aging that we all face are not fun to imagine and can be awkward to broach with our loved ones.  It is also easy to think, “I will get to that
Read More

Best Laid Plans

The best laid plans are still the best plans when plans go awry… I am a planner. Not just in my job, but in my life. I follow a food plan, I plan our vacations, I plan our savings and our spending. I plan our kids’ activities, their educations. I
Read More

You Are Dust

Yesterday was Valentine’s Day, a day for showering love on family, friends, and even strangers. In my faith tradition, yesterday was also Ash Wednesday, the first day of the 40-day period leading up to Easter. Along with many others, I went to my church to receive ashes on my forehead
Read More

Takeaways from the TD LINC Conference: Think Big

We attended the TD Ameritrade LINC Conference in Orlando on February 1 and 2.  It was a very well attended conference, and we were able to touch base with many of our technology vendors and investment fund managers, as well as with other RIA advisors.  TD had lined up an
Read More

Ride the Bull Market or Hold On to Your Cash?

The stock market posted returns of more than 20% in 2017 and continues to climb to new records into 2018. Many of our clients are asking: should I invest more aggressively to profit from this run, or is it time to go to cash? Economists and money managers are offering
Read More

Jud Mallini Wise Money Week Phonebank

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 that afforded community members the opportunity to call in and
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, 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