Remove Budgeting Remove Compensation Planning Remove Retirement Planning
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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Revisit the budget. Retirement plans. Taking action on your former employer retirement plan usually isn’t going to be as top of mind as health insurance, filing for unemployment benefits, short-term cash flow, etc. Deferred compensation plans.

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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Revisit the budget. Retirement plans. Taking action on your former employer retirement plan usually isn’t going to be as top of mind as health insurance, filing for unemployment benefits, short-term cash flow, etc. Deferred compensation plans.

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Maximizing the Value of Your Equity Compensation: A Guide to Making the Right Choice for You

Zajac Group

Determine how much you’ll sell, and what it can buy for you, such as a new home, a new boat, the trip of a lifetime, a spa day, or whatever else is at the top of your wish list within the budget you’ve gifted yourself. Once you’ve got your buckets in place, you can more accurately develop action plans that align with your goals.

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