Together Planning

10/05/2026

We love to partner with our clients to help them support the organizations that are meaningful to them - and there are several ways to make charitable contributions even more tax-efficient. Tune in here for Lia's Notes on Charitable Giving.

We love to partner with our clients to help them support the organi...

09/30/2026

Together Planning is proud to support organizations that build and support our communities! https://cdakids.org/

SPONSOR HIGHLIGHT✨ Thank you Together Planning for being a FRIENDS sponsor for our Party on our Playground fundraiser this year! We’re grateful for your commitment to our mission. 💙

This is it...ticket sales end today, but you can still join the party 🎉by clicking here!! https://loom.ly/oXcaHFo

09/29/2026

Recently Schwab has expanded their banking offerings to advisory clients and we wanted to let you know what they have available. Simplicity and convenience are paramount to most people in choosing a bank, and having your bank connected to your investment account could make things easier for you. It might even save you some money. Visit our website to learn more! https://togetherplanning.com/

09/28/2026

You may have heard the term “alternative investments” and wondered what it means exactly. Or perhaps you have heard that as your portfolio reaches a certain threshold you should incorporate alternative investments to enhance your return or diversify your risk. In this post we are going to share some background information on alternative investments and our views about when they should be included in a portfolio.

You may have heard the term “alternative investments” and wondered what it means exactly. Or perhaps you have heard that as your portfolio reaches a certain threshold you should incorporate alternative investments to enhance your return or diversify your risk. In this post we are going to share ...

09/21/2026

A rarely used strategy for suppressing long-term interest rates has been in the news lately. Wall Street has labeled it “a Twist”. Tom walks us through how a 'twist' is meant to work and what to keep an eye on in the market now. Click the See Details button below to watch - or visit the blog page of our website for more! www.togetherplanning.com/blog/

09/21/2026

Tom gives us an abbreviated history lesson on the US Treasury and the Federal Reserve - their different functions, and how they impact our lives. We hope this background information will help you think through recent economic news. Stay tuned for Tom's next video which investigates the current market 'twist'.

A bit of history to help you (try to!) make sense of the news.

09/15/2026

If you or your parents are planning a move to a CCRC, let's discuss this Roth Conversion strategy that could save you money!

09/11/2026

Have you heard of the FAFSA? Click below to watch a brief overview of important forms to complete when seeking student aid.

09/11/2026

It's college application season! Are you wondering how financial aid is calculated? Click to read Jack's informative blog post about the Student Aid Index. https://togetherplanning.com/how-is-financial-aid-calculated/

08/19/2026

A big thank you to Together Planning for their support as a Celebrity Level Sponsor of Keystone Village!

Keystone Village is being built because people and businesses in our community believe that every adult deserves a place where they can belong, grow, and thrive.