Navigating a maze of personal and financial decisions can be overwhelming especially when you are in transition from one job and searching for the next. Without proper professional attention, a bad choice can threaten a secure future. And since you are facing a major life transition, the stakes couldn’t be any higher.
We can help you figure out the minimum income requirement you need at your next job, so you can maintain your desired lifestyle and continue to save for your future. We’ll discuss how to handle your old retirement plan, replace insurance coverage (COBRA) and make sure you have the legal, tax and wealth management advice to help you move forward.
To support your journey, we’ve developed The LifePrint Advantage™, a proprietary and educational approach to wealth management and financial life mapping based on an in-depth, multifaceted understanding of you.
Like a fingerprint, your LifePrint™ is unique, it’s personal and with our help, it’s the path you’ll take to achieve your goals.
We are Life Transition Specialists™ who are passionate about educating individuals faced with a life transition so they can move forward and make decisions with confidence.
No one likes losing a job. Whether it’s a lay off, leaving on your own term or being terminated fired, financial uncertainty is a real challenge. But what happens to your 401(K) plan in the event you lose your job? Should you take the funds with you and what are the tax consequences of doing so? There are options when it comes to your retirement savings.
If you’re like most folks, you’ve worked hard to earn your money and you have no intention of being foolish with it. But there are times when legitimate questions arise concerning your nest egg, like if it’s a good idea to transfer a 401(k) to an IRA and if there are tax penalties. If you are leaving your current job and looking for answers about how to preserve your retirement account balance while avoiding taxes and penalties, learning about a few of your options will help you make an informed decision.
While you have choices, some are more advantageous than others and speaking with a qualified professional will ensure you make the best decision for your specific needs and budget. Maybe you are thinking about changing careers or starting a new business, we can help you make those decisions with confidence.