TransitionPG®
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Our planning and guidance services to help you take control of your money + life.
Planning:
Financial Checkup
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Retirement Plan
Pre-Divorce Financial Review
Guidance:
Annual Guidance Plans
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Post-Divorce Transition
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RECENT POST

3 Important Health Documents to Update After Your Divorce

May 29, 2020

It’s final. You are now divorced. With this change in your marital status, there are three important healthcare-related documents you need to update. When you were married, your spouse was the default in receiving your health care information. Your spouse was also...

Defining “Family” for the Guest List

May 18, 2020

The term “family” traditionally means people who are related to you by blood or through marriage. It includes your spouse, kids, parents, siblings, in-laws, aunts, uncles, etc. It doesn’t matter if these individuals regularly interact with you. They may only know of...

Motivational Quotes | Recap April 2020

May 14, 2020

If you need a motivational nudge, then print this page. Read a quote every day to increase your motivation. For daily quotes, like us on Facebook by clicking here. “The first step towards getting somewhere is to decide you’re not going to stay where you are.” - J.P....

Will You Be Supplementing Your Parents’ Retirement?

May 12, 2020

Were your parents in their late 30s when you were born? If yes, prepare yourself to be part of the sandwich generation earlier than expected. The sandwich generation means individuals with the responsibility of both raising their children and taking care of their...

Peace of Mind Tips | Recap April 2020

May 7, 2020

Every Thursday, we tweet peace of mind tips on Twitter. Here are tips from last month. Click on the tip to view the source. Gain a strong sense of self by believing in yourself – you’ll be able to overcome many obstacles in life.Find a meditation app to help...

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