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 your holiday donations if you want a tax deduction.

Set-up automatic deposits to your savings account to reach your financial goals. 

When using personal finance software, customize it so you don’t get bogged down with lots of categories.

When updating your will, make sure your attorney adds wording to revoke all previous wills you signed.

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.  


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