Transition Planning & Guidance @TransitionPG
Helping clients with money + life, especially during life transitions (graduation, marriage, divorce, empty-nest, sandwich generation, retirement) | CFP® TransitionPG.com USA Joined November 2010-
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Dump your spouse, not your assets: 7 tips for surviving 'gray divorce' usatoday.com/story/money/20… via @USATODAY
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money + life tips including how to start money conversations with your spouse - mailchi.mp/48a0b03273b5/m… #financialplanning #moneyandmarriage #affordingyourlifestyle
Do you need help making a financial decision? Schedule a financial consultation with us TransitionPG.as.me/FinancialConsu…
Money and Marriage – 5 Steps to Take NOW transitionpg.com/money-marriage…
How confident are you that you can afford a comfortable retirement lifestyle? transitionpg.com/dont-overlook-…
Are you handling your aging parent's finances and need help? Contact us with your financial question TransitionPG.as.me/FinancialQuest…
Money and Marriage – 5 Steps to Take NOW transitionpg.com/money-marriage…
Transition Planning & Guidance retweeted
Here are some things student loan borrowers can do right now, despite all the chaos: forbes.com/sites/adammins…
On Thursday, March 27, from 7 p.m. to 9 p.m. ET, CFP Board will host a free webinar for federal employees. Details: cfp.net/events/2025/03…
The last thing you want to worry about after your spouse dies is money. Unfortunately, you'll need to handle a few urgent financial tasks while grieving. Discover which tasks are essential: transitionpg.com/back-off-my-sp…
take control of your money + life - mailchi.mp/c570285470d4/m…
Don't let this amount discourage you. Instead, take action and get a comprehensive financial plan tailored to your lifestyle. usatoday.com/story/money/20…
'Worried about the job market? It’s time to build emergency savings' investmentnews.com/economy/news/w… via @investmentnews
Ready to take control of your money + life? Read our monthly email for helpful information: mailchi.mp/ebbbd00ff179/m…
Here's how to decide who's a good fit for executor of your will cnb.cx/3iJESyc #estateplanning #financialplan #financialliteracy
3 common money mistakes recent graduates make, according to financial experts cnb.cx/32JkF28 #personalfinance #recentgraduate #financialliteracy
When developing your Will, be selective on who you choose to be the executor. Here's an overview of the responsibilities of this role. cnbc.com/2021/03/05/how… #estateplanningstrategies #financialawareness #financialplanning @SARAHTGOBRIEN
You've likely missed the deadline to max out a 401(k) this year. Here's what else you can do cnb.cx/3r4qS3C #personalfinance #RetirementPlanning
"The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails." - William Arthur Ward
“Do not judge me by my successes, judge me by how many times I fell down and got back up again.” - Nelson Mandela
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