What Issues Should I Consider If I Get a Promotion or Raise at Work

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In this checklist we focus on reviewing the potential financial impact of a raise or a promotion on you, including:

  • Cash Flow and Income

  • Employee benefits

  • Might include stock-based compensation or deferred compensation.

  • Retirement Plans and Deferred Compensation

  • Tax and Insurance Planning

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What Issues Should I Consider When Having or Adopting a Child

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What Issues Should I Consider To Fund My Child’s College Education?