Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter.
Below are tips we tweeted last month.
If you think your soon-to-be ex-spouse is hiding assets from you, look at the separate schedules filed with your joint federal tax return.
Make it a priority to discuss financial information with your aging parents before there is a crisis.
Tax benefits of a Health Savings Account include no taxes on contributions, tax-deferred growth, and tax-free withdrawals for eligible medical expenses – worth exploring as you evaluate your health plan choices.
When buying online, protect your money by being aware of fake websites or apps, unfamiliar links, unsecure sites for payment, and package delivery scams.
References for our personal finance tips are listed below – click on the title for the link.
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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.
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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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References:
How Divorcing Clients Can Find Concealed Assets
5 Key Financial Items To Discuss With Your Aging Parents