First-Time Homebuyer? Here’s How to Prepare Financially

first time homebuyer together planning

Recently I was asked to send in my top tip for first-time homebuyers to be included in a blog post for Redfin.  It was fun to get it back and see what other thoughts the other CFP® professionals offered.  Apparently many of us think alike!  I don’t agree with everything said here, but it is […]

Together Talks… About Charitable Giving Post-Tax Cuts and Jobs Act

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Welcome to the first edition of Together Talk!  In this interview series we interview the people who help us understand the complex world of financial planning and investments…allowing us to help you worry less and enjoy your life more.  The people we interview are professionals in the areas of finance, law, business, economics, behavioral psychology, […]

Let’s talk about the B-word

Together Planning talks 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 that she so dreads is, […]

Two incomes may not be better than one

Together Planning for the future

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 mom for a few months […]

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 work, but my husband and […]

Paying for college soon?

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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 fully support his mission of […]

Consider writing an ethical will

Together Planning Will Prep

Over the holidays, consider writing an ethical will for those you love. If you are like me, this month will be busy for you.  At my house, we are buying gifts, mailing holiday cards, preparing our home for guests, decorating, and grocery shopping.  My wife, Kerry, and I are also busy keeping up with our […]