Broker Check

Request for: What Issues Should I Consider if I Get a Promotion or Raise at Work?

We all work.  What happens though when we get a Promotion or Raise?  Should we change any behaviors?

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

When we Get a Promotion or Raise at Work, what possible changes in behavior should we consider? This checklist will help make sure we are aware of things such as:

  • Cash Flow Issues?
  • Will this Promotion Change Your Budget or Ability to Save?
  • Are there Changes We Should Make to Our Retirement Savings?
  • Are There New Tax Planning Issues?
  • Are There Additional Benefits I should Consider?

Please send me the Checklist: What Issues Should I Consider if I Get a Promotion or Raise at Work?

Thank you!
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