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Complimentary Guides
Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
Important Milestones
Category: General, Tax Planning, Insurance Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Featured
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning
How Must I Take Distributions From The Roth IRA I Inherited?
Category: Estate Planning
What Documents Do I Need To Collect For Filing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
What Issues Should I Consider At The Start Of The Year?
Category: General
Master List Of Goals
Category: General
Category:
General, Working / Accumulation Phase, Life Events

What Issues Should I Consider If I Lose My Job?

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 your clients, personally and financially. To help you guide your clients 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 clients 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.

Related Guides
What Issues Should I Consider If My Parent Passed Away?
Category: General, Estate Planning, Life Events
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning, Life Events