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.
Getting laid off is nothing short of brutal. This is the story of Collette, a 43-year-old former Senior Director living in San Francisco and how she has decided to turn her layoff into an opportunity. We’re exploring some of the biggest questions that come up after a layoff and how smart financial planning can provide the peace of mind to take a real break before diving into your next chapter.
Setting a clear start date for your sabbatical is key to creating momentum and ensuring your sabbatical actually happens. Align your timing with your employer benefits, family commitments, taxes, insurance, and long-term career goals. Read on for strategic steps to pick the right date and learn how financial planning can help you be smart with your money and protect your peace of mind.
Thinking about taking a sabbatical with your kids? See how Katie & James made it a reality while investing in their future. Discover how your family can hit pause, travel, and return rejuvenated with purpose.
If you’re dreaming of that sabbatical, but you’re not quite sure that you can make it happen, this post was written with you in mind! We’ve answered your most urgent questions!
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.
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.
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