FREE CHECKLIST

In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress. To help you through a disruption in employment, we’ve created the checklist “What Issues Should I Consider If I Lose my Job?”

The Upleft Financial Waypoint Series exists to help you work through financial life events.

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