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. Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are some tips we tweeted last month.

As you plan for retirement, include the cost of maintaining your home if you decide to stay in it long-term.

If you’re a recent widow or widower, have a comprehensive financial plan developed before making any major financial decisions.

As you gather your tax documents, save electronically all financial statements from 2017 … and remember to back-up your laptop regularly. 

If your divorce settlement includes retirement assets, make sure you have your QDRO drafted before you sign the agreement – some retirement assets are not divisible.

References for our personal finance tips are listed below – click on the title to go to the link.

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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.


How Owning a Home Can Help (or Hinder) Your Retirement

How to Deal With Major Changes After Your Spouse Dies

The (Long) List of Financial Documents You Should Keep

Common QDRO Missteps