Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter.
Below are tips we tweeted last month. Click on each tip for more information and to view the source.
When planning for retirement, discuss with your CFP® professional ways you can pay for long-term care if needed.
Pay attention to what you can afford when accepting destination wedding invitations and buying gifts – you can give a meaningful gift without breaking the bank or chip in with others for a larger gift.
Help your recent graduate transition into adulthood by talking about finances. If you’re not comfortable talking about this topic, then recommend a CFP® professional for them to meet.
Before initiating a divorce, review past tax returns to identify assets and red flags such as hidden assets.
One of the 5 P’s of Life is “Personal Finance” – your money. While money isn’t everything, it helps you achieve the lifestyle you want to live.
Transition Planning & Guidance, LLC, (“TransitionPG®”) looks at all aspects of life using the 5 P’s of Life – personal relationships, personal finance, profession, peace of mind, and physical health. While money helps you achieve many goals, it’s not the only thing to consider when developing a financial plan. Our mission is to help you define and achieve your financial, personal, and professional goals – especially during life transitions. Through our planning services and guidance plans, you take control of your money and life.