Personal Finance Tips | Recap September 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.

IRS Notice CP 2000 is not a formal audit – it is a request for your agreement to a proposed tax change given information from a third party that may be different than the information you filed.

Try garage sale flipping if you need extra money – it takes time and effort but better results than sitting on your couch.

Decide which debt reduction method (snowball, avalanche, or consolidation) works best for you and stick to it.

When your spouse dies, address the necessary financial tasks but postpone making major financial decisions until you can think clearly.

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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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