Download our Checklist: What Issues Should I Consider If I Lose My Job?

Let's face it, it happens. Clients sometimes find themselves in the position of losing their job. In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress for you & your family, personally and financially. To help you through a disruption in employment, we’ve created the checklist “What Issues Should I Consider If I Lose my Job?”

In this checklist, we cover a number of issues to consider when you are facing unemployment, including:

Severance options, if any are offered | Employer benefits, including continuation of health insurance, sick pay, etc. | Eligibility for unemployment benefits | Budget adjustments | Health insurance options | Employer-sponsored retirement accounts, stock plans, and other benefits | Income tax considerations | Retirement or future employment options

This is a comprehensive checklist of the financial issues that clients need to consider surrounding a job loss.