Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.

Group Benefit Programs

Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

Navigate Your Career Transition

Turn any job change, equity payout, or early-retirement into a smarter financial move forward.

Career Transitions

A new job is an exciting chapter, brimming with fresh opportunities and the promise of growth. Yet, amidst the excitement, we understand it can also bring a whirlwind of financial decisions and a lengthy to-do list. You might be wondering: How do I best manage my old retirement accounts? What about new insurance needs? How will this impact my budget and overall financial plan?

At Barnum Financial Group, we help you navigate the financial complexities of a job transition with confidence and clarity. We’re ready to assist you in making informed decisions for yourself and your family.

We’ll guide you through key financial considerations, including:

Retirement Planning: Strategically managing your old 401(k) rollovers and setting up your new retirement contributions.
Risk Management: Ensuring continuous protection by replacing health insurance and reviewing your life and disability coverage.
Financial Planning: Expertly adjusting your budget to align with your new income and financial goals.

Let us help you make the most of this exciting new beginning, ensuring your financial plan supports your evolving career journey.

Frequently asked questions

What should I do with my old 401(k) when I change jobs?

You typically have several options, including leaving it with your old employer, cashing it out (often with penalties), rolling it into your new employer’s plan, or rolling it into an IRA. We’ll help you weigh the pros and cons of each to make the most financially advantageous decision.

How does a new job affect my health, life, and disability insurance?

A job change often means new benefits packages. We’ll help you evaluate your new employer’s offerings, ensure there are no gaps in coverage, and assist in replacing or supplementing policies like health, life, and disability insurance to maintain your protection.

Can you help me adjust my budget for a new salary or income level?

Absolutely. A change in income is a perfect time to re-evaluate your budget. We’ll help you optimize your spending, identify new savings opportunities, and adjust your financial plan to align with your new financial reality and goals.

Beyond my paycheck, what other financial steps should I consider after starting a new job?

Beyond salary, consider updating your beneficiaries, reviewing stock options or equity plans, understanding new retirement plan contributions, and reassessing your overall financial goals. We’ll help you create a comprehensive checklist for your smooth transition.

Ready to navigate your career transition?

Let’s get started

Navigate Your Career Transition

Turn any job change, equity payout, or early-retirement into a smarter financial move forward.

Career Transitions

Frequently asked questions

What should I do with my old 401(k) when I change jobs?

How does a new job affect my health, life, and disability insurance?

Can you help me adjust my budget for a new salary or income level?

Beyond my paycheck, what other financial steps should I consider after starting a new job?

Ready to navigate your career transition?

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

Americans In The Workplace Study

Navigate Your Career Transition

Turn any job change, equity payout, or early-retirement into a smarter financial move forward.

Career Transitions

Frequently asked questions

What should I do with my old 401(k) when I change jobs?

How does a new job affect my health, life, and disability insurance?

Can you help me adjust my budget for a new salary or income level?

Beyond my paycheck, what other financial steps should I consider after starting a new job?

Ready to navigate your career transition?

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive, Shelton, CT 06484

Americans In The Workplace Study

6 Corporate Drive,
Shelton, CT 06484