New Job/Business


Congratulations on the new gig!  Hopefully the transition has been a smooth one.  You may be feeling a mixture of excitement and anxiety as you embark on your new direction.  As you settle into your new surroundings, it is a great time to reflect on what you have accomplished so far think about how your plans will be affected by your new circumstances.  Here's a list of items to consider...

  • How will  your savings/retirement plans be affected?

  • Will your health coverage change?

  • Does your life and/or disabilty insurance need to be updated?

  • Have you reviewed all your futue and past company benefits?

  • How and why will your next job transition occur and will you be prepared?

Career changes are an ideal time to update your financial plan.