TransitionPG® Blog
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Are Your Professional Goals SMART?
As we enter the second half of the year, it’s time to revisit your professional goals. Are you on track? If yes, that’s great news! Review your goals and make sure you include any adjustments. If not, then take time now to plan your action steps for the second half of...
How Not To Be Overwhelmed When Planning for Retirement
Living in retirement can be 30+ years for some people. That’s a long time. Think back to when you were 30 years younger and everything that’s happened since that time. When transitioning from saving for retirement to planning for retirement, that length of time can be...
Motivational Quotes for July 2024
Do you need to be motivated? Print this page and read a quote every day to increase your motivation. ”Success is the sum of small efforts, repeated day in and day out.” – Robert Collier “A leader is one who knows the way, who goes the way, and who shows the way.” – H....
The Unspoken Truth About Friendships During Divorce
My divorce was years ago. Looking back, I still remember learning the unspoken truth about friendships during divorce. Some people I thought would be there for me weren’t. I’m referring to good friends I had before I was married. Friends that I would talk with...
Why Do You Care About My Health?
When developing financial plans and retirement plans for clients, one of the topics I address is their physical health. It’s one of the components in the 5 P’s of Life (an approach we use to define your lifestyle goals). Some may wonder why a financial advisor asks...
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