Transition Planning & Guidance

Helping clients with money + life, especially during life transitions (graduation, marriage, divorce, empty-nest, sandwich generation, retirement) | CFP®

[Transition Planning & Guidance @TransitionPG]

Dump your spouse, not your assets: 7 tips for surviving 'gray divorce' https://t.co/TXXjqb8l2v via @usatoday

[Transition Planning & Guidance @TransitionPG]

money + life tips including how to start money conversations with your spouse - https://t.co/vcYeKVsBnm

#financialplanning #moneyandmarriage #affordingyourlifestyle

[Transition Planning & Guidance @TransitionPG]

Do you need help making a financial decision? Schedule a financial consultation with us https://t.co/7K4l2LJcL0

[Transition Planning & Guidance @TransitionPG]

Money and Marriage – 5 Steps to Take NOW https://t.co/oXyDiVuDJC

[Transition Planning & Guidance @TransitionPG]

How confident are you that you can afford a comfortable retirement lifestyle? https://t.co/9apBidl7oD

[Transition Planning & Guidance @TransitionPG]

Are you handling your aging parent's finances and need help? Contact us with your financial question https://t.co/mFR0ekZaBu

[Transition Planning & Guidance @TransitionPG]

Money and Marriage – 5 Steps to Take NOW https://t.co/oXyDiVu5U4

[Adam S. Minsky @AdamSMinsky]

Here are some things student loan borrowers can do right now, despite all the chaos: https://t.co/7M4oYtMqv2

[Transition Planning & Guidance @TransitionPG]

On Thursday, March 27, from 7 p.m. to 9 p.m. ET, CFP Board will host a free webinar for federal employees. Details: https://t.co/VtUZorc6l0

[Transition Planning & Guidance @TransitionPG]

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: https://t.co/r9A2O9Wm9J

[Transition Planning & Guidance @TransitionPG]

take control of your money + life - https://t.co/cRmFrkOWUj

[Transition Planning & Guidance @TransitionPG]

Don't let this amount discourage you. Instead, take action and get a comprehensive financial plan tailored to your lifestyle.
https://t.co/MIKzvbH1Uf

[Transition Planning & Guidance @TransitionPG]

'Worried about the job market? It’s time to build emergency savings' https://t.co/XQiUuXLjBh via @investmentnews

[Transition Planning & Guidance @TransitionPG]

Ready to take control of your money + life? Read our monthly email for helpful information: https://t.co/PdTva4CTar

[Transition Planning & Guidance @TransitionPG]

Here's how to decide who's a good fit for executor of your will https://t.co/0EmNccIzlX
#estateplanning #financialplan #financialliteracy

[Transition Planning & Guidance @TransitionPG]

3 common money mistakes recent graduates make, according to financial experts https://t.co/6P0DO0Pjn9 #personalfinance #recentgraduate #financialliteracy

[Transition Planning & Guidance @TransitionPG]

When developing your Will, be selective on who you choose to be the executor. Here's an overview of the responsibilities of this role.

https://t.co/mf1dDeE9NI

#estateplanningstrategies #financialawareness #financialplanning

@SARAHTGOBRIEN

[Transition Planning & Guidance @TransitionPG]

You've likely missed the deadline to max out a 401(k) this year. Here's what else you can do https://t.co/Pts9eK0ImC #personalfinance #RetirementPlanning

[Transition Planning & Guidance @TransitionPG]

"The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails." - William Arthur Ward

[Transition Planning & Guidance @TransitionPG]

“Do not judge me by my successes, judge me by how many times I fell down and got back up again.” - Nelson Mandela