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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:


Happy Halloween! It's the start of the holiday season ... first Halloween, then Thanksgiving, then Christmas, then New Year's Eve.

With 2019 quickly ending, take a look at what you wanted to accomplish this year. You still have time to make 2019 your best year ever!

Contact me if you're ready to get your personal finances in order. Stay PEF (positive, enthused, and focused)! 

MONEY:

No matter your reason for being an unmarried couple, be wise and talk to your significant other about finances, especially if you live together.

If you are not legally married, you are not financially protected if your significant other becomes ill, leaves or dies.

... 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: 
Reduce the length and intensity of arguments with your spouse by referring to the shared vision you both have for your lifestyle.

Personal Finance Tip:
When your spouse dies, address the necessary financial tasks but postpone making major financial decisions until you can think clearly.

Profession Tip:
Use your personal day if you’re negotiating your divorce settlement and know you’ll be on the phone most of the day – in this way, you can focus your energy on your divorce and not have to balance work demands or questions from nosy colleagues.

Peace of Mind Tip: 
Reclaim your productivity by focusing on the task at hand.

Physical Health Tip:
As you begin planning for early retirement, remember to check your health insurance coverage before leaving your employer.

Some of our services to help you take control of your money + life:
Financial Plan
Divorce Financial Review
Retirement Checkup
MOTIVATIONAL QUOTE:


“Whatever the mind of man can conceive and believe, it can achieve.” – Napoleon Hill

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