TransitionPG® Blog
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Start Planning Now for Your Holiday Spending
It may be too early to think about your holiday spending, but it never fails … as soon as Halloween ends, time goes forward very quickly. If you haven’t thought about your holiday spending yet, start estimating expenses and start saving. Some people are disciplined...
Start Planning Now to Visit Your Elderly Loved One
How many times have you asked your elderly loved one if they need anything, and they responded "everything is fine"? It can be frustrating, especially when you have to fly or drive a distance to see what’s really going on with their health and mobility. It may be a...
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...
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...
The Very First Step in Retirement Planning
Since the beginning of your career, you’ve been encouraged to save for retirement. Even though retirement seemed far away, your employer gave you paperwork to complete when you were hired. The paperwork was regarding their employer-sponsored retirement savings plan....
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