Spring 2025 Financial Planning Newsletter

Starting a new job is an exciting milestone and a fresh chapter both personally and professionally.

June 23, 2025

At Withum Wealth. we understand that major career changes – like starting a new job or navigating a transition – are often followed with important financial decisions.

In our Spring Financial Planning Newsletter, we explore key topics to consider during times of professional change. Inside this guide, you’ll find essential insights on budgeting, managing both new and existing 401(k) plans, evaluating life insurance options, and reassessing your overall insurance needs. We also explore how these decisions can influence your broader financial strategy.

We hope you find this newsletter helpful and informative. Whether you’re starting a new job, considering a career move, or simply reevaluating your financial goals, transitions like these are a great opportunity to revisit and refine your financial plan. As always, our team is here to support you in making thoughtful decisions and staying on track toward your long-term goals.

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