What should I be thinking about when changing jobs or careers?

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The Scenario

Changing jobs brings a mix of emotions. You have a new way of being paid, a new work culture, new co-workers, a new role to master, and a new way of life for part of your day. While all the newness can be overwhelming, it’s easy to overlook the planning opportunities that come with a transition of this magnitude. The opportunities often only exist for a short window and it is critical to capitalize on them when available.

Key Considerations

  • Do you feel comfortable evaluating your severance or new benefits package?
  • Should you roll over your 401(k) or company retirement plan to an IRA?
  • Have you determined how your job change will affect your existing employee stock options or how the change in income will impact your future financial and personal goals?
  • Does your new employer have a deferred compensation plan? Should you participate?
  • How will you evaluate your executive compensation plan options?

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How we help

While your life may feel like a whirlwind, your financial advisor will be here to coordinate all the moving parts of your transition, allowing you to focus on the changes in your new role.

Our process includes:

  • Creating a customized financial plan that includes advice on investments, taxes, insurance, retirement, and estate planning
  • Careful evaluation and personalized recommendations on severance/benefit package, pension, deferred compensation, stock options, RSU’s, and executive compensation plans
  • Providing advice on how to handle prior 401(k) plan to optimize investment options and reduce fees

Want peace of mind, knowing that your financial future is in good hands?

Start your FREE consultation today!
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