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Income loss / job loss checklist

What to do with your money when you lose income.

Immediate

  • File for unemployment as soon as possible if eligible.
  • List essential expenses (housing, utilities, food, insurance, minimum debt).
  • Pause or reduce nonessential spending and subscriptions.

Debt and bills

  • Contact lenders and servicers; ask for forbearance, deferment, or payment plans.
  • Prioritize keeping housing and utilities; then minimums on debt.
  • Avoid using retirement savings if you can; explore other options first.

While you look

  • Use emergency fund if you have one; replenish when employed again.
  • Consider COBRA or marketplace health insurance; compare cost and coverage.
  • Keep a simple budget and track every dollar until income is stable again.

WealthyCalc provides general information only, not financial advice. For advice tailored to your situation, consult a qualified professional.