What are you looking for today?
Whether you’re wanting to plan a sabbatical, currently on one or returning from an extended break,
these resources are made to support you.
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.
Learn how to fund your sabbatical so you can embark on the trip of your life!
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!
Are you thinking of taking a break from work. 6 months, maybe 1 year without stepping in the office! Wouldn’t that be a dream? Maybe you’re thinking that could only be jus that… a dream. It is very much possible with the right planning!
This is why working with a financial planner on your sabbatical is a great way to make that dream come true!
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!
Each year you get to decide your health coverage for the following calendar year.
We’re big fans of Health Savings Accounts (HSAs) because they can be a beneficial tool while planning your sabbatical too!
Looking for something else? Click on your interest below.
