Financial Planning for Life Events Congratulations! You're moving up in the world with a challenging new job. While you're busy updating your business cards to reflect your new position and title, don't forget to update your retirement plan as well. If you were enrolled in your former employer's sponsored retirement plan: Review the plan's distribution options to determine if you need to take a distribution. Ask about rolling over the assets from your former employer's retirement plan into your new employer's plan or IRA. Be disciplined. If your change in jobs results in a larger paycheck, consider investing most, or even all, of the difference in your retirement plan. Determine if your retirement savings plan is on track. Question whether your investments are still helping you reach your long-term financial goals or if it's time to change those goals, strategies and/or investments. Let us help you plan for your life events. Have an advisor contact you directly for your personal consultation. #40030