Financial planning:
DURING your sabbatical
The most exciting phase of your sabbatical journey is, obviously, when you’re actively living it! After years of getting ready for it, you now get to enjoy it! It’s the phase where you dive into new experiences, chase your passions, and relish the freedom from the typical 9-to-5 grind.
However, it’s crucial to maintain financial stability and make informed decisions. From optimizing tax strategies for a low-income year to seizing opportunities like HOA reimbursement, and even mastering budgeting on the go, there are various strategies to keep in mind.
LET’S ENSURE YOUR ADVENTURE REMAINS NOT JUST THRILLING BUT FINANCIALLY SECURE TOO.
Explore financial tips and strategies tailored for the ‘during phase’ of your sabbatical journey.
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!
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!
How to deal with feeling lonely while traveling solo
One of the concerns we hear from people who travel for long periods of time, or who desire to, is the prospect of loneliness and feeling isolated, especially if you’re planning to travel solo for your sabbatical.
Check out our top tips when you feel lonely
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!
Check Out More Resources:
Navigate Your Sabbatical Finances with Confidence:
Where Adventure Meets Financial Wisdom
Navigate Your Sabbatical Finances with Confidence:
Where Adventure Meets Financial Wisdom
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.