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.

Before life becomes hectic again, check your federal tax withholding. 

When planning for retirement, factor in health care expenses are increasing over 5% annually.

Encourage your college student to pay for some of their expenses by pet sitting or dog walking.

Being a couple does not mean all finances have to be merged – find an approach that works for your situation. 

Keep tax returns for at least 3 years – if needed, IRS can provide tax returns from prior years for a fee.

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.


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