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.
Adjust your lifestyle expectations to match your income.
Meet with your CFP® to discuss Social Security and other financial impacts if you’re getting married later in life.
Even if you’re married, a joint will may not be the best choice since it can be revoked by the survivor.
Be smart when entering a long-term relationship by protecting your assets with a pre-nup or no-nup.
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.
MAINTAINING RETIREMENT PLANS AFTER A LATE-LIFE DIVORCE
Money and Remarriage
A Joint Will Is Not A Bargain BOGO
First There Were Pre-Nups and Post-Nups; Now There Are No-Nups