Personal Finance Tips | Recap January 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 to view the source of information.

If you suspect your identity has been compromised, protect your financial information by requesting a fraud alert or credit lock.

Keep inheritance separate from other accounts just in case your spouse decides to file for a divorce – by NOT having it commingled with marital assets will ensure it is treated separately in the event of divorce.

Creating a vision of your retirement lifestyle, knowing how much money you spend, and estimating your health care and long-term care expenses will help you better plan for retirement. 

Two things to do if you want your public student loan forgiven: (1) keep track of your qualifying payments and (2) research programs you are eligible to participate in for forgiveness.

Before taking advice from the internet about your personal finance check the source – look at credentials and research the person dishing out advice. 

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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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