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.
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.
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.
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!
The biggest lessons we’ve learned from taking a sabbatical
Our sabbaticals looked different. We had two very unique experiences. But we agree that it is one of the best decisions we’ve both ever made.
Taking a sabbatical taught us a number of things.
If you’re hesitating to go on your own adventure, if you doubt it will be beneficial to you, then this post is for you. It provides a glimpse into the lifelong impact the experience can have.
Tax planning: the difference between a CPA and a CFP® Professional
Getting your financial team in place can help you feel more confident in your tax reporting and can help avoid costly mistakes. If you think you might need someone to help with your taxes, but you don’t know who or when to ask, this is for you!
Books to read before/during your sabbatical
Are you dreaming of travel and some extended time off? Maybe you’ve got your sabbatical locked in? We are sharing our top sabbatical reads to inspire you before and during your trip!
Budgeting tips when you are traveling + 3 ways to save money on the go!
We are here to bust the myth that traveling is only for the wealthy, with some practical and realistic tips on how to budget for your perfect trip. Chances are, it’s far more possible to travel than you think!
Favorite Destinations For a Sabbatical
Considering taking a sabbatical? Taking a career break can be a great opportunity to explore the world, learn about yourself, develop new skills, and truly discover what you want out of life. But do you know where will you go?
First international trip… WITH AN INFANT! The checklist!
our first international trip with our infants. We are feeling a mix of excitement, joy, and stress…
To help, we’ve put together this checklist of things to do/think of before the trip and for the plane ride.
Top 3 Sustainable Lessons We’ve Learned Traveling Around The World
Sustainability reaches far beyond just being eco-friendly. It is also about traveling responsibly, consciously, and experiencing our planet and its people for all that it is. What are our responsibility as world travelers?
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.