I Recently Switched Jobs

Is there anything I need to do to keep my retirement on track?

The Bureau of Labor Statistics estimates the average worker will hold 10 different jobs before age 40! That can leave a trail of 401k accounts with varying investment options and fees. Here are some of the things we can help you with as you switch:

• 401k - We will help you weigh the pros and cons of rolling your 401k over to an IRA. Oftentimes, IRAs provide more flexibility to meet your lifestage and risk tolerance.

• Pension - We will analyze the terms of your pension and provide guidance on whether to accept a lump sum payout for investment vs whether to accept the monthly benefit option.

• Life Insurance - You may have been depending on a group life insurance policy through your employer. We can provide options for term life insurance from the marketplace.