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Resources
Industry Specific
Access all the commercial banking resources your business needs to succeed.
Job Change Checklist
Job Change Checklist
New job? Helpful tips to stay organized.
Health insurance
- Determine when your former employer health insurance will expire
- Review the Cobra benefit options
- Apply for individual health coverage if uninsured
- Find out when health coverage starts and supplement until covered, if starting a new job
Insurance considerations
- Review life insurance for adequate coverage
- Review disability insurance
- Review long-term care insurance
- Review beneficiary designations on insurance policies
Financial considerations
- Create a monthly budget to reflect changes in income
- Review current debt obligations for rate, term, and consolidation options
- Start direct deposit at new employer
Investment planning
- Review liquidity needs
- Review risk tolerance
- Review investment goals
- Review asset allocation
Retirement planning
- Sign up for retirement plan if available through new employer
- Consider rolling over any retirement plans from old employer
If relocated
- Determine housing needs
- Open new bank accounts
- Consider moving investment accounts to local professional
- Notify old employer of new address
- Identify possible tax-deductible moving expenses by visiting irs.gov
Taxes
- A change in salary may result in different tax liabilities — consult a tax professional
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If you have questions, give us a call, schedule an appointment, or stop by one of our branch locations.
