AdvisorToClient

Checklist: Tips for a happy, and successful, job search

Check List Check List

Here’s a list of tips that can help make unemployment and job searching a little easier.

Preview of Checklist: Tips for a happy, and successful, job search

Preview [+]

Checklist – Tips for a happy, and successful, job search

Financial

Bring your advisor all job information, including pension and benefits information, and bank statements.
Review your employer’s severance offer and consider negotiating, before you sign, if some terms appear inadequate.
Decide whether to take severance as a lump sum or in installments. Installments are often more tax efficient.
Evaluate how much money you can pull from savings to sustain yourself during the job search.
Calculate whether things, such as charitable donations, that you had been claiming on your taxes would be better for your spouse to claim while you don’t have income.

Personal

Create a plan on how to start your search, including connecting with a job recruiter.
Keep a regular routine that includes meal times and exercise.
Stay positive by focusing on what you can control, like preparing for interview questions.
Avoid the tendency to withdraw and isolate yourself.
Catalogue your strengths.
Read those books you’ve been letting pile up on the nightstand.

Other – Add your own tasks and goals

Courtesy of Advisor.ca © 2018 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.