Career Change Or Promotion

So, you have a new job, congratulations! Hopefully, this new position is a step in the right direction towards achieving your career goals. We know that change like this can also be a bit tense. After all, you have to concentrate on learning the ins and outs of your new company as well as covering all of your bases financially.

Identify Needs
A change in employment may be a good time to look closely at a number of things, from assessing your current health plan, to understanding how to rollover your 401(k) savings from your last company. Not to mention staying on track with your current retirement plan. Have you thought about contributing to your new company's plan?

We know it can be overwhelming at first, but we can help you prioritize your goals and put you on track to reach them.

The Big Picture
Before you start thinking long-term, make sure the necessities are covered. Is your new healthcare plan similar to the old one? If you were unemployed for a while prior to getting this job, do you need to replenish your emergency fund or pay off debt prior to making any large purchases?

Next, you can start thinking more about the future. If you experienced an increase in earnings, but your life hasn't really changed much, why not put the extra away for retirement? After you've made the maximum contribution to your company retirement plan, an IRA might be the next step - either traditional or a Roth, depending on your preference at tax time. There are many other investment options to think about as you plan for retirement. It's simple to reflect on all of your options when you know and understand what they are.

Get Started
As you enter your best earning years, it's important to make sure that you are saving for both your short- and long-term goals. Learn more about how Warren Wealth approaches your needs. Please visit our contact page and we will be happy to help you identify and prioritize your financial goals and keep you on track along the way.

Financial Needs

Birth Of A Child
Career Change Or Promotion
Caring For A Parent
College Education
Estate Planning
New Marriage
New Wealth
Protection Of Income/Family
Purchase Of Home/Real Estate
Retirement Planning
Small Business Owners
Starting To Invest