Together Planning

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.

08/17/2026

Choosing local strengthens each of our communities.
We're proud to partner with Roswell Atlas in helping people discover, champion, and connect with businesses throughout Roswell. The Together Planning office in Roswell is one of three Together Planning office locations. We are proud to represent the Jacksonville and Gainesville, Florida communities, too!

08/12/2026

Have you met Ginny yet? Ginny is our new Director of Client Experience. Check out her bio on our website (link in bio). We are so excited to have rounded out the Mallini sibling team - and for the enhanced communications, marketing initiatives, and quality service she brings to the table. Welcome, Ginny!

08/06/2026

News from the second quarter is a mixed bag, as usual. Many concerning headlines catch our attention, but there’s still a healthy thread of news that keeps me optimistic. Let’s take a look…

News from the second quarter is a mixed bag, as usual. Many concerning headlines catch our attention, but there’s still a healthy thread of news that keeps me optimistic. Let’s take a look…

07/29/2026

Congratulations to Jack Bertelson for earning a Financial Paraplanner Qualified Professional™ designation! It's pretty great to have a FPQP® professional on the team. Jack is sharp, focused, and determined - the apple didn't fall far from the tree with this one! Way to go, Jack!

06/10/2026

Guest post from Gavin! "Large valuations demand equally large business performances. Whether SpaceX can provide the performance needed to back its valuation is difficult to say."
https://togetherplanning.com/spacex-ipo-will-set-records-will-it-deliver-value/

06/02/2026

Guest post from Jack! "As I have worked in the financial planning field for the past year, it seems that in life and financial planning, everything is a tradeoff." https://togetherplanning.com/tradeoffs-in-life-and-financial-planning/

04/29/2026

Tom's Quarterly Economic Update: In the last quarter, we have entered a war with Iran that threatens global economic stability. Iran has closed the Strait of Hormuz through which a significant percentage of global shipping traffic should be flowing, already driving gasoline prices over $4.00 per gallon in the U.S. What we don’t know is the extent of future damage to the U.S. and global economies because of this situation. The first quarter of 2026 still shows a healthy macro economic environment, although consumer sentiment dropped significantly in April. https://togetherplanning.com/toms-quarterly-economic-update-q1-2026/

04/23/2026

Anything that you do consistently will have inevitable effects. Maybe the trick is to not do so much that you can’t maintain the consistency. https://togetherplanning.com/the-best-habits-are-the-ones-you-can-stick-with/

04/14/2026

The One Big Beautiful Bill Act of 2025 established a new type of account for children: the Trump account. We were curious how these accounts compare to other types of accounts that you could fund for your children, so we did some math. https://togetherplanning.com/should-you-open-trump-accounts-for-your-children/