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. Click on each tip to view the source of information.

Before co-signing on your child’s student loan, check the implications on your credit score and retirement savings, especially if they don’t repay the loan.

When planning for retirement, research how retirement income, including Social Security, is taxed by your state.

Work with a Certified Divorce Financial Analyst® (CDFA®) before you begin negotiations on your divorce settlement – each financial decision impacts other decisions.

As you start preparing your taxes, use the free tools available on  IRS.gov.


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.


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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