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?
Did you know that December 31st is the deadline for Roth conversions, tax loss harvesting, and employee contributions for self-employed plans?
Here is what it means for you and how it relates to sabbatical planning!
Be smart about planning your sabbatical. Use resources strategically, and feel financially confident about taking time off. These eight unexpected strategies will help you unlock hidden resources, use your money more intentionally, and explore ways to fund your sabbatical without sacrificing your long-term goals. From optimizing credit card points to renting your home or timing your break strategically, you’ll learn how to make your sabbatical a financially smart decision.
As you search for and work with a financial planner, here are a handful of mistakes you can avoid so your sabbatical planning experience really is about planning for YOUR dream.
How do you feel when you think about your current financial situation? These 3 simple steps can help you feel more in control of your money. They’ll help you better understand what you have, where it’s going, and what you want it to do for you! If you want to plan a sabbatical in the future, this is a great place to start!
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.
You’ve filed your tax return. What’s next? Make sure to look back at your return carefully to help plan for the year ahead!
Your tax return is more than just numbers—it’s a powerful snapshot of your financial life. And if you’re thinking about taking a sabbatical at some point, now is the perfect time to use this information to optimize your financial strategy.
The beginning of the year is here! There is no better time than now to commit to making our dreams happen. If taking a sabbatical or an extended break from work is at the top of your list for this year, here is how to start making it a reality!
The beginning of the year is a great time to review your contributions to your employer retirement savings plan because it’s when the annual contribution limits reset. It’s also often when any raises go into effect. And you’re in a new tax year.
But how can you properly review it? Here are some things to look for!
Learn how to maximize your low-income year with these 4 powerful tax strategies. With proper planning, you can make sure to save what you need ahead of time to feel better prepared.
Looking for something else? Click on your interest below.
