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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

A Checklist: What to Do When a Relative Passes Away

Because it is such an emotional moment when a loved one passes away, the things that need to be handled by the survivors may be highly burdensome. This checklist is meant to serve as a reminder of some of the items that need to be handled before and after the event.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

401(k) Retirement Plan Choices for Job Changes

There are many different reasons for changing jobs. Whatever the reason for the change in employment, this circumstance offers the ideal chance to review your long-term financial strategy. You will need to decide how to use the money you have accumulated in your retirement 401(k) plan.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Job Search Tips for Recent Grads 

If you are a recent college graduate, you may be unemployed initially, but that does not mean you do not have a job. Seeking work nowadays might be a full-time job. Thankfully, there are actions that every graduate can take to improve their prospects of obtaining meaningful employment.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Merging Finances After Marriage

If you have recently married, then consider reviewing this to-do list when collaborating with your financial adviser on integrating funds and planning for the future.

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Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Life Events Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Managing a Job Layoff

A layoff is a challenging experience that leaves many people anxious about their next steps. With your financial advisor, you may begin to assess your circumstances, address your goals systematically, and try to weather this setback without completely reorganizing your finances.

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