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.

An executor is responsible for filing all necessary income, estate, and gift tax returns in the decedent’s name. 

Before hiring a financial advisor, look at their credentials and experience with individuals similar to you.

Consider using the simplified option for home office deduction.

Divorce lien may be an option for splitting a family home but make sure it is salable.

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

Yes – I want more tips about money + life   

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.  


Death and Taxes: The Tax Effects of an Elder’s Passing

Four C’s BEFORE Hiring a Financial Advisor

Top IRS Tips to Know about the Home Office Deduction

Divorce Liens: An Alternative to Splitting the Family Home