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.

Consider transferring money from your traditional IRA to your Health Savings Account for future medical expenses.

If you plan to keep your home, make sure you can refinance it under your name before signing your divorce settlement. 

Large age difference between you and your spouse will require more retirement savings to cover the life expectancy of the younger spouse.

Use back-to-school shopping as a teaching opportunity to show your child how to develop a budget and comparison shop to stay within their budget. 

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


Transferring IRA Money to a Health Savings Account

6 Items to Review Before You Agree to Keep the House

Mind the age gap with retiring spouses

How to Use Back-to-School Shopping As a Way to Teach Your Kids About Budgeting