Life In Transition

Whether positive or negative, permanent or temporary, transition is a part of life that we all experience.

Simply click on one of the Life In Transition topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.











Changing Jobs Checklist

Coping with Unemployment Checklist

Personal Document Locator

Nearing Retirement Checklist

Planning for Retirement Checklist



Annuitization vs Lifetime Withdrawal

Changing Jobs? Know Your 401k Options

Considering A New Employment Opportunity

Correct Credit Report Errors

Deciding What To Do With Your 401k

Is an Employer Offering a Good Benefit Package

Managing Your Taxes After a Life Event

Starting a New Career

Taxation of Investments

What Will You Pay For Medicare In 2022

Women Face Challenges in a Post-Pandemic World