If you’re moving to another employer, you will have some big decisions to make. Should you take your old employer’s retirement plan money with you? Which benefit options should you choose? How will your job change impact your financial situation?
Kesari Financial Services can help you with some of the questions, while you are changing jobs:
Do you understand your new benefits package and options, including health care, life, long-term care, and disability income insurance? Will you need additional insurance?
Have you determined how your job change might affect existing employee stock options?
How might your income and expense changes impact your future financial goals?