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Changing Jobs

A career move is a good time to re-evaluate your financial plan and adjust your budget. West Shore Bank is here to help you through any changes in your retirement savings or other accounts. Consider these tips to help make the transition as smooth as possible.

  1. If you are getting a raise, revise your budget and consider how best to use the extra money.

  2. Rollover your company 401(k) if you have one. It’s a great time to look at the progress you are making toward retirement savings.

  3. Bring your retirement savings together in one place to reduce fees and keep you on top of your plan.

  4. Update your insurance coverage. Do you have enough protection for you and your family?

Use our online calculators to review your budget and retirement savings. Call 231-845-3500 to speak with an investment specialist today.

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