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Tips for your money + life
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Money + Life Tips
via Transition Planning & Guidance, LLC

Our mission is to help you 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.    

 

Message from Niv:


As the seasons change, it's a reminder that life is also filled with many changes. It's time to review your important documents and insurance coverage to reflect these changes.

Set aside a couple of hours every week during the next month and review the following items:
  • Will and other estate planning documents
  • Beneficiary information for your financial accounts and life insurance
  • Insurance coverage for your home, auto, health care, etc.
There may be other documents you need to review, but at least start with the above items. It'll help you begin 2020 in the right direction.

MONEY:

It’s hard enough to deal with the emotional turmoil of divorce but understanding some of the jargon can make one’s head spin. Your definition of “fair” or “what is rightfully yours” may not be what the divorce settlement will reflect.

Unfortunately, items accumulated in a marriage (aka, martial assets) may or may not be split 50/50 in a divorce. 

... Continue Reading

LIFE:

Use the 5 P's of Life to define your lifestyle. Once you know what you want to accomplish, you'll find it easier to save for your goals.

Below is a tip from each category. Click on it to read more tips.

Personal Relationship Tip: 
Strengthen your relationship by growing both individually and as a couple.

Personal Finance Tip:
Whether you’re single or married, it’s never too early to assess if you are adequately saving for retirement.

Profession Tip:
For a successful video interview maintain eye contact and be aware of your body language.

Peace of Mind Tip: 
Hire an estate planning attorney to determine if you need a Will or revocable living trust or in some circumstances both documents.

Physical Health Tip:
Stay fit when traveling by staying at hotels with a gym and taking active tours (walking, hiking, biking).

YES - I'm ready to take control of my money + life
MOTIVATIONAL QUOTE:
 

“Strive not to be a success, but rather to be of value.” –Albert Einstein


Click for more quotes

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