Personal Finance Tips | Recap November 2019

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.

Set aside money to cover expenses during the waiting period before your long-term care insurance policy begins to pay for services.

When saving for retirement include the cost for long-term care which is not covered by Medicare.

Keep track of your mileage driven for volunteering at qualified charitable organizations since it’s tax deductible.

If you’re ready to break your holiday spending cycle, begin by calculating how much you can realistically afford to spend and then adjusting how much you actually spend on gatherings and gifts.

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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.

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About Us: 

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.

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