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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Some job loss severance packages may offer you to stay on the same health plan for a period of time, potentially even with the same premium rate. Unemployment insurance. Life insurance.

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Job Loss Financial Checklist

Walkner Condon Financial Advisors

Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Some job loss severance packages may offer you to stay on the same health plan for a period of time, potentially even with the same premium rate. Unemployment insurance. Life insurance.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

The broker-dealer and insurance industries are still built around being opaque. Insurance is opaque. For example, there is nothing that says that an insurance agent’s recommendations can’t be made in the best interests of clients. Consumer Federation of America The ambiguity and the lack of clarity is detrimental.

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Build Your Dream Retirement

Zoe Financial

Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. It’s just a matter of planning for the best years ahead. Was Blake Lively Financially Cheated On? The starting point is understanding your retirement needs and how you’ll pay for them.