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Clients sometimes find themselves in the position of losing their job. In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress for our clients, personally and financially. To help you guide our clients through a disruption in employment, we’ve created the checklist “What Issues Should I Consider If I Lose my Job?”
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 the 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
This is a comprehensive checklist of the financial issues that clients need to consider surrounding a job loss.
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