Financial planning:
AFTER your sabbatical
YOUR STRATEGIC FINANCIAL ROADMAP
FOR YOUR SABBATICAL
Guided exercises to move you from dreaming about your sabbatical to actually taking it!
Returning from a sabbatical can be a profound transition. As you re-enter the rhythm of daily life, questions about your post-sabbatical future may arise. What does life look like now and how do you seamlessly reintegrate into work after an extended break?
Preparing for this phase is essential, and we’re here to guide you through it. Explore invaluable insights such as understanding tax return differences, updating your financial plan to align with your new goals, and even laying the groundwork for future sabbaticals.
Let’s transform your sabbatical experience into a lifelong journey of growth and fulfilment.
Explore financial tips and strategies tailored for when you return from an extended break from work.
6 Year-End Financial Moves To Boost Your Savings (+ Great for Sabbatical Planning)
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!
Spring Clean Your Finances in 3 Simple Steps & Improve Your Sabbatical Strategy
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!
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.
Step by Step Guide To Review Your Tax Return From Last Year
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!
Understand Your Tax Documents – A Jumping Off Point For a Future Sabbatical
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.
4 Steps to Plan Your Career Break This Year
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!
How to Review Your Employer Retirement Savings Contributions – With Sabbatical Planning In Mind
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!
The Difference Between Traditional Financial Planning & Sabbatical Planning
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.
Boost Your Sabbatical Savings: 4 Smart Tax Strategies for a Low-Income Year
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.
Embracing a 2-Year Sabbatical As a Family of 4: Pausing Busy California Life To Experience Italy
Jessica, her husband and their two kids decided to take a sabbatical and move to Italy for 2 years. It was a transformative experience for their whole family. Learn from their challenges and lessons.
4 Effective Financial Strategies To Consider When The Market Is Down
4 Effective Financial Strategies When The Market Is Down – Optimize your investment portfolio to embrace market fluctuations.
How a Nurse’s Sabbatical Led to Renewed Energy and Passion in Life & Work
Amy is a successful nurse who worked for almost 20 years at a large hospital. She loved being a nurse and yet… something wasn’t right. Her work was draining her. She decided to make her sabbatical an intentional part of her career. Here’s how she did it and what she learned.
Giving back before, during and after your sabbatical
If you want to use your career break to create more meaning in your life, if you currently feel a lack of purpose in your day-to-day, or if you are looking to be more connected to yourself and to the world, then this is for you!
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.
How to talk about your past sabbatical during job interviews
Are you afraid future employers will see this gap as negative or unprofessional? Taking a sabbatical can actually boost your career if you can present it the right way.
Check Out More Resources:
Sabbatical planning can help you set solid
financial foundations for your future
For the smoothest journey into your sabbatical and financial freedom, consider partnering with experienced financial planners.
At Middleton & Company, we combine financial expertise and sabbatical experience to provide tailored guidance and help you turn your sabbatical dream into a reality.
We are here to ensure peace of mind knowing that you are making the best decision for your finances as you embark on this exciting new chapter of your life.
We help you view your finances through a broader lens, projecting how your financial situation can support your lifelong journeys and diverse goals. Explore our services and learn more about us to kickstart your path toward financial well-being.
