Boston Globe @GlobeBiz money makeover features career change financial plan

Don’t miss this recent Boston Globe Money Makeover by my friend and NAPFA colleague Dana Levit! This is exactly the kind of financial planning I recommend prospective career changers do before making a transition. Doing an analysis like this is even more important if your transition is likely to result in a lower annual income [...]

Laid off or employed-but-worried in soNH? Presentation: Pink Slip Financial Planning, Mon 11/30 6PM!

Next Monday, November 30, at 6 PM Eastern, I’ll be doing an encore presentation of “Making the Most of Your Money: Post-Pink Slip and Beyond”, this time for the Dynamic Networking Group, a Manchester, NH-based group of business professionals dedicated to helping members navigate career transitions. As most of you have probably heard a thousand [...]

Just what does a career change cost??

Following up on the topic mentioned in my last blog post, here’s an answer to a question I get asked again and again:  Just what does a career change cost?? An excellent question, and probably one of the most important things to consider before making any “go/no go” career change decision (and preferably well before [...]

Looking for work or career change in NH/Boston? Run – don’t walk – to @NetworkForWork #NW4W

I’m fresh off yet another incredibly valuable event hosted by Network for Work professional networking group. Leaders Tammy Hildreth, Jim Starrett, and Paul Philbrick assembled a panel of 6 professionals who specialize in various aspects of career transition — the sometimes exhilarating, sometimes daunting experience most members are working their way through as we speak. [...]

Listen now! Network for Work (TM) Radio interview: Financial planning for a pink-slip-crazy world

(Play MP3 now!) It’s no secret to the many who lost their jobs in this recession: getting laid off can wreak serious havoc on your personal finances.  So what can you do to minimize the impact?  Then, once you’re back to work, what might you do to be better prepared in case it happens again?  [...]

Job change? Employer stock in your old 401k? Read before IRA rollover!

As discussed in a previous post, it’s usually a good idea to roll over your 401k when you leave a job. However, there are exceptions. One good reason to pause before you roll over your 401k is to check if you might benefit from a little known tax break that goes by the rather cryptic [...]

Facing a big college tuition bill post-pink slip? College planning experts discuss your options

Many of those unlucky enough to be laid off in recent months also happen to be the parents of college age kids with big tuition bills looming.  The ultimate double whammy!   If you’re in this predicament, you’re no doubt wondering: “What are my options??”  Well, if you attended my presentation to the Network for Work group on June [...]

New Pink Slip Lemonade Story: Wide range of experiences + career path detour culminate in dream job for guest blogger Pamme Boutselis

This story of making Pink Slip Lemonade from layoff lemons comes from guest blogger Pamme Boutselis of TrackAhead.com, an education and career focused social network launching later this summer.     The phone call came mid-morning on my first day back from vacation in early August ‘08. I had just inked the contract for my daughter’s [...]

Another batch of Pink Slip Lemonade: Survey says laid-off workers focusing on the positive

After what seemed like an incredibly long wait, lemonade weather — my favorite — has finally arrived in the Northeast.  So I hope you will indulge me for a few final posts on last month’s featured Pink Slip Lemonade theme.  But first… Many thanks to the guest bloggers who wrote about their post-pink slip career changes, including professional [...]

Pink Slip Lemonade month goes out with a bang: To roll or not to roll your 401k?

Well, all good things must come to an end, and so it is with Pink Slip Lemonade month, which has already borrowed a few days from July.    To commemorate this last day, I thought I’d tackle the granddaddy of all, the most frequently asked post-pink slip question: whether or not to roll over your 401k. My [...]