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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:


What's holding you back from making 2020 a great year?

Scroll for helpful tips regarding money and life. If there's a topic you'd like me to address, please let me know by responding to this email.

Stay PEF (positive, enthused, and focused) - there's still plenty of time to make 2020 your best year ever!
 
Media Mentions

MONEY:

In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed. There are still many unknowns on how to interpret these changes. But before you sign your divorce settlement, understand if these changes will impact you.

Here are some changes to discuss with your family law attorney, financial advisor, tax advisor, and estate planning attorney.

... 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: 
When admitting a small lie to your partner, pick the right time to share the truth AND actually apologize.

Personal Finance Tip:
Start gathering information necessary to file your taxes, especially if your side-hustle generated revenue for you.

Profession Tip:
Improve your productivity by time-blocking essential tasks and saying “no” to distractions.

Peace of Mind Tip: 
Use a different approach this year if you were unsuccessful in accomplishing your 2019 goals.

Physical Health Tip:
Improve your sleep when you’re traveling by taking your own pillow or requesting the hotel to provide a pillow that fits your sleep style.

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