Making Financial Decisions After a Job Change

During the past decade, many engineers and other technology professionals have left their jobs because their companies downsized or made strategic changes. Others have chosen to leave for new opportunities. This presentation focuses on four key questions that people often have after a job change:

  1. What aspects of my financial life should I be thinking about?
  2. Am I financially able to retire?
  3. How can I create a solid investment portfolio?
  4. How can I find a good financial planner?

Click on the image below to see the presentation.

 
 
Posted on February 27, 2013 .







2013 Tax Changes

The 2010 Patient Protection and Affordable Care Act and the American Taxpayer Relief Act of 2012 changed the 2013 tax structure. Sunit discussed the 2013 tax structure with his clients, determined how the tax changes impacted their specific situations, and developed a strategy to incorporate the impact of the 2013 tax laws into future financial decisions. A subset of the information discussed with clients is shown in the slides below.

Click on the images below to see the slides.

 
2013 Tax Update (Married Filing Jointly)

2013 Tax Update (Married Filing Jointly)

2013 Tax Update (Single Filing Status)

2013 Tax Update (Single Filing Status)

Posted on February 25, 2013 .