Five Financial Moves To Make When You Change Jobs

Whether you leave your employer or your employer leaves you, changing jobs can be one of those money triggering events when you begin to take stock of where you are financially.    Job changes often bring along new responsibilities and challenges, and experience tells us that analyzing and maximizing your new benefits package normally goes to the bottom of the barrel.    This makes a ton of sense as typically the first three to six months in a new position you are immersed with the learning curve of a new role at a new company.    Having a financial advisor by your side can be a valuable resource to make these important decisions.   Here are five financial moves to make when you change jobs. Get all of your 401(k)’s in one backyard– When you hop from job to job, you may have left your 401(k) at your former employer.    I often refer to these as orphan 401(k)’s because most participants don’t pay attention ...

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Five Smart Money Moves To Make In 2015

Can anyone remember Y2K just like me and thinking I can’t believe it is the year 2000?  Well, before the blink of an eye we are now at 2015 and another new year to take stock of where you are financially and what moves you should make this year to improve your bottom line.   Since there are so many financial items to watch as the CEO of your family finances, here are my five items to put on your financial list as moves to consider in 2015. Shop Your Bills– January is one of the best months to get on the phone and shop each and every one of your bills.  One of the quickest ways to free up more disposable income to pay off debt or increase your savings is to gain back more cash flow in your family profit and loss statement.  Remember, companies like to know that they have booked their recurring business for the year in ...

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