Insurance considerations
- Find out when health coverage starts and supplement until covered
- Review life insurance for adequate coverage
- Review beneficiary designations on insurance policies
Financial considerations
- Create a monthly budget to reflect changes in income
- Review current debt obligations
- Set up direct deposit through your new employer
Long-term financial planning
- Sign up for retirement plan if available through new employer
- Explore savings account options
If relocating
- Determine housing needs
- Consider new bank accounts with a local bank
Need help planning for your financial future? Speak with your local Wintrust Community Banks banker today.
