Personal Finance Tips | Recap December 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.

If you need extra money, sell items you no longer use on eBay, Craigslist or Facebook Marketplace.

Protect your aging loved ones from financial fraud by discussing common scams (IRS notice, sweepstakes winner, once in a lifetime offer).

Before buying a gift card off the rack, check that the tape over the PIN hasn’t been tampered with or better yet, buy a gift card directly from the retailer’s website.

Before your child decides which college they want to attend, hire a CFP® professional to develop a financial plan to determine how much you can afford without compromising your future lifestyle.

Boost your financial confidence by finding a CFP® that understands your situation and provides information to develop a tailored financial strategy for you.

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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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