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.

Subscribe to Social Security publications web page for accurate and current information

Keep track of your charity travel expenses, you may be able to deduct some of it. 

If you’re planning to have kids later in life, start saving for infertility treatments. 

Before getting married, understand the difference between “separate property” and “marital property.” 

Use trustee-to-trustee transfer to avoid delays when moving money from your work retirement plan to your IRA .

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.  


Social Security Publications

IRS Offers Tips on Charity Travel

How to Pay for High Cost of Infertility Treatments

Marriage, Assets, and Chocolate Milk

IRS gives tardy retirement savers more rollover time