Financial planning:
before your sabbatical
YOUR STRATEGIC FINANCIAL ROADMAP
FOR YOUR SABBATICAL
Guided exercises to move you from dreaming about your sabbatical to actually taking it!
You’ve proven yourself to be competent and highly valued in your job, but you’ve also recognized that your identity lies beyong your career. You’ve achieved financial success, but you also have big dreams! It’s time to get prepared for the next exciting chapter of your life—a sabbatical.
Financial planning is your tool to feel empowered to plan for the life you want!
Whether you already have an emergency fund and a robust savings routine, channeling funds into retirement and after-tax investments, or if you’re starting from scratch, now is the moment to ensure your finances are well-managed and can support your upcoming sabbatical.
These resources are here to help you navigate questions about taxes and financial opportunities while preparing to take a break from work.
Explore financial tips, discover what truly matters to you, and get ready to embark on the next chapter with confidence
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.
Planning a Sabbatical? Ask ChatGPT These Essential Questions!
When you’re at the beginning of planning for a sabbatical, asking the right questions is key. Here’s what you can ask ChatGPT to get you started!
How To Create a Budget For Your Sabbatical
Are you planning on quitting your job to travel the world? Let’s dive into how to create a budget for your sabbatical. 2 steps to get you started!
Spring Clean Your Finances in 3 Simple Steps
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!
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!
Sabbatical Planning: top 3 questions answered!
As financial planners specializing in sabbatical planning, we hear and answer a lot of questions. Today we’re answering the top 3 questions we get so hopefully this can help you too!
Mini-Retirement: What is it, why, and how to take one?
Much like a sabbatical, mini-retirements can leave us feeling more fulfilled, at peace, and also more productive! Here’s all you need to know!
6 Things That Can Ruin Your Sabbatical
Taking a sabbatical is a big commitment for most people. And along with big commitment comes big questions and fears. So how can we make sure to not waste this amazing experience? Is there anything that could ruin your sabbatical? Let’s see!
How long does it take to plan a sabbatical?
The financial planning phase of a sabbatical is often underestimated and undervalued. What can you expect by taking the time to get a solid financial plan in place before your sabbatical? Learn more!
What should I do with my 401(k) when I leave for my sabbatical?
You’ve given your notice to your company. You’re getting ready to leave on your sabbatical. But before you go, you still have a few things to take care of…like what to do with your 401(k) now that you’ve quit your job.
Top 5 Questions on Sabbatical Planning Now Answered!
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!
8 Unexpected Ways To Fund Your Sabbatical
To go income-free for a year isn’t something that happens overnight! With careful preparation, it can be an accessible goal and absolutely possible. Learn how to fund your sabbatical with these 8 unexpected strategies!
Understand your current employer-sponsored benefits before you quit your job
Benefits can play a big role, yes, but please don’t let them be the reason you don’t take the sabbatical you’ve been dreaming of. Let’s understand what you have so you can be savvy about (and prepared for) leaving some of those benefits behind!
The Blue Zones of the World: where are they, and what are they?
As you plan out your sabbatical, especially if you’re aiming to focus on your health and wellbeing, consider traveling to one of the five Blue Zones. Soak up the wisdom of the locals and experience the magic for yourself.
Take a sabbatical to focus on self-growth
One of the biggest reasons for most professionals to take a sabbatical is to spend time focusing on personal growth, not just for themselves – but for their careers too!
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Embarking on a sabbatical is an investment
not just in yourself, but also in your dreams, and your career.
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.
