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 signing your divorce settlement, understand tax consequences – change in tax bracket, what’s deductible, etc.
Review your Medicare plan (annual enrollment Oct 15 – Dec 7) 87% of seniors don’t review their Medicare plans, costing them an average $600 annually.
Quit making excuses and update your will, beneficiary designations, and other items which need to be addressed if something happened to you.
When selling real estate, use an appraiser who is knowledgeable in the market where the house is located.
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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