Managing Financial Issues During Career Transition

How individuals decide to deal with the critical financial issues they or their spouse face during a career transition will have a significant impact on their long-term financial health. Mike Stratis of Szarka Financial appears at the Hudson Library & Historical Society on Monday, December 10 at 6:30 to lead a workshop, "Managing Financial Issues During Career Transition."
 
Szarka, is a Certified Financial Planner and Investment Advisor, and Senior Financial Planner at Szarka Financial. He has… Show more been working with individuals and small businesses in the insurance, employee benefits, financial and investment planning areas since 1979.
Participants will learn practical approaches to making financial and money management decisions and how to develop an interim financial strategy while involved in a job search.   Other topics include:
 
§   How & when can I apply for unemployment benefits?
§   What are the rules relating to COBRA benefits?
§   Which accounts should be tapped first for living expenses?
§   What should I do with my 401(k)/403(b) or pension from a former employer(s)?
§   How are my separation pay and unemployment compensation affected by taxes and other restrictions?
§   How does this temporary setback affect long-term financial goals?
 

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