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Losing a job or changing careers is always a stressful situation, especially if it is not on your own terms. Questions may arise about the standard of living, health insurance, or your existing Retirement Savings Plan. Often there is a short window to address and finalize important decisions.
Even if the circumstances are not ideal, we can help you understand the options that are available and best for your particular situation. Your choices must be based on many different considerations such as time horizon, health, risk tolerance and staying appropriately invested. It’s possible you may have even put yourself in a better position regarding your savings for retirement.
Along your financial journey, you are certain to be thrown some curveballs. Knowing how to react is key to staying on track. Call us for a Next Steps meeting to discuss what needs to happen next.
Consider This Program snippet:
Retirement Account Options
When Making Career Changes
“Starting Over”,
article by Joe Clark
Consider This Program snippet:
What Happens To 401(k)
When Switching Jobs?
Things To Consider When
Rolling Over Your 401(k)
Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory services can be provided by Financial Enhancement Group (FEG) or World Equity Group. FEG and World Equity Group are separately owned and operated.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
