Personal Finance Tips | Recap August 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.

Whether you’re single or married, it’s never too early to assess if you are adequately saving for retirement.

Federal student loan borrowers in default may be eligible to enter a rehabilitation program that offers a temporary payment plan.

Encourage your spouse to learn about the household finances – frequency of expenses paid, list of accounts, location of important documents, and who to contact if there is an emergency.

If you’re considering a divorce, seek help from a CFP® professional with divorce experience to analyze your financial situation and provide information to help you make critical decisions about what is fair and equitable.

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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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