TransitionPG® Blog
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Questions to Ask Your Spouse About Retirement
As a CFP®, I help couples with retirement planning. Before calculating if they’ve saved enough money, I ask them what they want to do in retirement. Most couples haven’t really addressed what they would do when work is no longer a factor. They each may have their own...
Enlist A Friend For Motivation
Getting back into a workout routine was challenging. By enlisting a friend, my motivation and consistency improved. Schedule Change: I used to work out for an hour every morning. It was easy. I would roll out of bed and use my home gym. But during the past year, my...
How to Handle The 3 O’s
What are the 3 O's? Overbooked Overextended Overcommitted Do you ever feel overbooked, overextended, and/or overcommitted? Hit the pause button and look at your calendar. OVERBOOKED: Overbooked is when you schedule every hour of your day. By doing this type of...
Look Beyond Money When Planning For Retirement
If you’re planning for retirement, you may be focused on the money aspect – running calculations to ensure you won’t outlive your money. While that's an essential aspect of retirement planning, it's not the only item to consider. Look beyond money when planning for...
3 Ways to Manage Finances As A Couple
Relationships. They start blissfully. Then as years go by and responsibilities increase, it changes. Unfortunately, money becomes a hot topic. Many surveys even validate most couples argue about money. Whether or not you’re married, couples who live together struggle...
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