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.

Check your insurance to make sure your college student is protected from identity theft and social media risks.

Buy gifts using your accumulated credit card points – your recipient won’t know how you paid for it.

Seek help from a CFP when deciding whether or not to delay collecting your Social Security benefit. 

If you bought your home in 2008 using the First-Time Homebuyer Credit, you’ll need to pay it back when you sell.

Before year-end, check your beneficiary designations on all accounts. 

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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