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General, Working / Accumulation Phase, Life Events

What Issues Should I Consider If I Lose My Job?

Updated 12/1/2023

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

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