Congratulations on your new job. Hopefully, this position brings you that much closer to achieving your career goals. We know that change like this can also be a bit stressful. After all, how will you learn the ins and outs of your new company and cover your bases on all your financial needs as well?

Identify Needs

A change in employment may cause you to look closely at a number of things, from assessing your current health plan, to understanding how to rollover your 401(k) savings from your previous company. Not to mention trying to stay on track with your current retirement plan. Have you thought about contributing to your new company's plan?

We know it's a lot to think about but we can help you prioritize your goals and put you on track to reach them.

The Big Picture

Take it one step at a time. Before you think long-term, make sure the critical things are covered. Is your new healthcare plan comparable to the old one? If you were unemployed for a while prior to getting this job, do you need to replenish your emergency reserve prior to making any large purchases?

Next, you can think a little further out. If you experienced an increase in salary, but your life hasn't really changed much, why not put the extra away for retirement? Once you've contributed the maximum to your company retirement plan, an IRA might be the next step - either traditional or a Roth, depending on your preference at tax time. There are many other investment options to think about as you plan for retirement. It's easy to consider all of your options when you know and understand what they are.

Get Started

As you enter the "good earning years,"
it's important to make sure that you are saving
for both your short- and long-term goals. Learn
more about how Edward Jones approaches your
needs. Then contact your local Edward Jones financial
advisor, who will be happy to help
you