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.
Keep track of expenses if you’re traveling for charity – it must be real + substantial throughout your trip.
A surviving spouse needs a team of experienced and qualified professionals to help make decisions.
Before claiming Social Security understand how timing, working and Medicare will impact your benefits.
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.
Tips to Keep in Mind for Taxpayers Traveling for Charity
What to Do When Your Spouse Dies
3 Things That Undermine Social Security Benefits