Private Wealth Advisor Jonathan Thomas, CFP®, shared key strategies for clients facing job loss with ThinkAdvisor. Emphasizing the crucial steps of securing health insurance and evaluating retirement distributions, he suggests exploring COBRA or marketplace options for coverage continuity. Jonathan underscores the importance of reviewing life insurance, particularly for individuals with dependents. Additionally, he offers insights into utilizing 72(t) distributions for early retirees, stressing careful planning to mitigate tax consequences.
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
