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Resources

Whether you’re wanting to plan a sabbatical, currently on one or returning from an extended break,
these resources are made to support you. 

Where are you on your sabbatical journey? 

Before Your Sabbatical

During Your Sabbatical

After Your Sabbatical

Plan your sabbatical with financial advisors

8 Common Tax Mistakes to Avoid

Tax software and professional tax preparers are super helpful, but they can only work with the information they’re given. Let’s break down some of the most common tax return mistakes we see and how you can avoid them.

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after your sabbatical

Tips for a smooth return to work after a career break

We often really only think of the travel portion itself when considering taking a sabbatical, but there are a few other stages of the journey to take into account too. The wind down leading up to it, the logistics of the trip itself, and the reintegration period afterwards – all 3 stages should be considered when planning the money aspect of a sabbatical.

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