Preparing to retire? Review retirement income, employer benefits, Social Security, Medicare, retirement accounts, life insurance, taxes, beneficiaries, and key documents before leaving work.
Category: Career & Job Transition Planning
Financial guidance for career changes, job transitions, equity compensation optimization, and severance packages. Designed to assist professionals in managing cash flow and benefits during transitions.
New Job Benefits Checklist: What to Review Before You Enroll
New Job Benefits Checklist: What to Review Before You Enroll Starting a new job can be exciting. It can also create a short window of important financial decisions. Your new employer benefits may affect your paycheck, retirement plan, taxes, life insurance, disability coverage, health coverage, beneficiaries, and long-term planning. These decisions are often made quickly… Read More
Laid Off? A Financial Checklist for the First 30 Days After Job Loss
Laid Off? Start With Stability, Not Panic Being laid off can feel personal, even when it is not. One day you have a paycheck, benefits, retirement contributions, life insurance, disability coverage, and a routine. Then suddenly, several pieces of your financial life may be changing at once. If you were recently laid off in Salt… Read More
What to Do With an Old 401(k) After Leaving a Job
Leaving a job, changing jobs, retiring, or recently laid off? Learn your old 401(k) options, including leaving it, rolling it to a new plan, rolling it to an IRA, or taking a distribution.
Life Insurance After Leaving a Job: Portability vs. Conversion
Life Insurance After Leaving a Job: Portability vs. Conversion Life insurance is often part of an employer benefits package. When employment ends, that coverage may change. Some group life insurance ends. Some coverage may continue for a limited time. Some plans may offer portability or conversion options. The details depend on the employer plan, the… Read More
Job Transition Financial Planning: What to Review When You Leave, Lose, or Change a Job
A job transition can change more than your paycheck. Whether you are starting a new role, retiring from an employer, leaving a company, or dealing with a layoff, your job may be connected to several parts of your financial life. Employer benefits, retirement accounts, life insurance, disability coverage, health coverage, tax withholding, beneficiaries, and household… Read More