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.

With the holidays quickly approaching, be wary of charity scammers – they want your money quickly.

To determine if you’re saving enough money for retirement, take time to define your retirement lifestyle.

When taking control of your money, know the difference between your needs and wants.

If your aging parent has a spending problem, check their wallet for new credit cards and remove their debit card. 

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.  


Federal Trade Commission – Consumer Information – Charity Fraud

What Type Of Retirement Spender Will You Be?

Needs vs Wants – what’s the difference?

What’s in Your Parent’s Wallet?