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- Individuals/Families > Life's Main Events
Job Loss
Already having Transitions Wealth Strategies working with you on your Financial Plan will reduce the stress at the time of employment loss.
What strategic changes need to be looked after when employment is lost?
Issues to be accommodated include...
- Employer’s Legal Obligations to You
- Accessing Employment Insurance
- Tax Strategies - Lump Sum Severances
- Tax Treatment – Retirement Allowances
- Taking advantage of Tax Credits
- What about my Health Benefits?
- Cash Flow planning; debt management
At Transitions Wealth Strategies, we integrate the changes to your Financial Plan necessitated by loss of employment. Often times it can be the first step to a successful new beginning. We act as your personal guide and mentor to ensure that this change in your life is accommodated while ensuring your financial and life security.