Checklists: Career Transition – Navigating Uncertainty and Job Loss
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Checklists: Career Transition – Navigating Uncertainty and Job Loss

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|By Peter Donisanu, ChFC®, AIF®

This guide offers a comprehensive overview for those facing job loss, focusing on critical considerations across various domains such as cash flow management, health insurance options, asset and debt adjustments, tax planning strategies, and career planning issues. It provides actionable advice to navigate through the financial and personal challenges of unemployment, ensuring individuals are well-equipped to manage the transition smoothly while exploring opportunities for future employment and financial stability.

Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

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