TransitionPG® Blog
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What We Want for Our Children
When developing financial plans for parents, we discuss their priorities on what they want for their children. While providing basic needs is a given, most parents want their children to have more. They want to send their children to private schools. They want to...
Stop Snack Attacks
With Memorial Day quickly approaching, it reminds me summer will be here soon. While I welcome warmer weather, I dread getting beach ready. Every year as I age, it becomes harder and harder to shed the few pounds I gain during winter. Most of that weight is a result...
Is it time for a solo trip?
In Stephen R. Covey's book, The 7 Habits of Highly Effective People®, the seventh habit is to sharpen the saw. This phrase means taking time to renew yourself physically, emotionally, mentally, and spiritually. When was the last time you sharpened your saw? If you...
Are You Following Up?
Do you have a stack of business cards you’ve collected from various networking meetings? Maybe you have several stacks … Have you followed up with these new contacts? Some people are better at following up than others. But most of us, get stuck with the “I meant to...
Four C’s BEFORE Hiring a Financial Advisor
Have you been thinking about hiring a financial advisor? Before rushing into a decision, do your research on the four C’s. 1: Credentials Most financial advisors have credentials after their names. Research these credentials to find out if they’re nationally...
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