Change Careers Confidently

Changing careers can be full of opportunities and pitfalls, which is why it is best practice to evaluate your previous and potential benefits. Obtaining a new job may offer you better benefits but it is also an opportunity to forget about your previous benefits.

This E-Book’s purpose is to provide you with information and ideas to think about in order to help you reach your financial goals and maximize a healthy, happy life. When planning on making changes to your benefits, you should consult with a professional so they can help you weigh out all options and best align your benefits with your values.

Changing careers
Advice for switching careers

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What’s in it for YOU?

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    Powerful information that could potentially save you thousands in taxes and fees.

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    Tips to help put you one step ahead in your retirement preparations.

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    Critical mistakes that cannot be corrected (and how to avoid them) 

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rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
Jefferson National Account
rF401k Account