TransitionPG®

Take control of your money + life

Our planning and guidance services help you take control of your money + life

Planning:

Financial Plan

Financial Checkup (previous client)

Retirement Plan

Retirement Checkup (previous client)

Pre-Divorce Financial Review

Guidance:

Guidance Plan

Moving Beyond Grief

Post-Divorce Transition

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How to Convince Your Elderly Loved One to Move

Oct 7, 2024

Convincing your elderly loved one to move to an assisted living facility can be challenging. With this change, they feel they're giving up their independence AND admitting they need help. Be patient with this discussion. If they've lived in the same home for a long...

Health Insurance When You Retire Early

Oct 4, 2024

You’ve done it – you’ve saved enough and can afford to retire early. As you begin planning for early retirement, remember to check your health insurance coverage before leaving your employer. Medicare is only available if you are age 65. Also, Medicare does not cover...

10 Ideas To Stop Post-Divorce Holiday Blues

Oct 3, 2024

With the holidays quickly approaching, being recently divorced can be challenging. Activities you traditionally did when you were married may be painful to continue. And if you have kids, it may be even more painful if they are not with you for the holidays. How do...

Job Search While Mourning

Oct 2, 2024

Mary’s husband of 20 years died unexpectedly. He was seven years her senior. She managed the household. He was the breadwinner. While coping with the loss of her husband, she had to figure out how she was going to afford their lifestyle expenses. There was no option;...

How to Pay For High-Cost Infertility Treatments

Oct 1, 2024

You and your spouse have been busy. Since college you've both been focused on career and travel. As you move further into your thirties, you realize it's time to start a family. But one thing you never planned for was the difficulty of becoming pregnant AND the high...

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