New Job?
A new job is exciting but it can affect your financial needs and strategies. Please reference this list for potential to-do items in the event of a job change.
Talk to your financial professional about:
☐ Revising your comprehensive financial plan to account for any income or benefit changes
☐ Setting up an account to receive new or rollover assets
☐ The potential need to set up or change investment allocations
☐ Determine the appropriate amount of contributions under your employer’s compensation plan
☐ The need for private long term disability income insurance
☐ Your life insurance needs
Additional action items:
☐ Talk to a professional about any tax implications or changes due to your change in employment
☐ Update your contact information and address on all accounts and policies held by your previous employer
☐ Notify your accountant or IRS of your change in employment
>> Click here to download this checklist