Career Changes

A career change usually results in a ripple of other changes. Your family will have more, or less, earning power. Your entire lifestyle may change.

Your employment benefits, such as retirement, and life, health and disability insurance coverage, will change as well. You may need to make decisions regarding your current 401k, such as directly rolling it to an IRA or into your new employer’s plan.

With all the decisions that must be made, it is easy for details to fall through the cracks during this transition.

By taking the time to work with a fee-only financial advisor before you make a career change, you will not only protect your family from potential negative consequences of an innocent mistake, you will make the transition more personally and financially rewarding for you and your family.

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