4 Effective Financial Strategies To Consider When The Market Is Down
July 31, 2023
4 Effective Financial Strategies When The Market Is Down – Optimize your investment portfolio to embrace market fluctuations.
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Whether you’re wanting to plan a sabbatical, currently on one or returning from an extended break,
these resources are made to support you.
A sabbatical is an extended break to rest travel explore grow ...
What should I do with my 401(k) when I leave for my sabbatical?
June 27, 2022
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.
8 Unexpected Ways To Fund Your Sabbatical
June 7, 2022
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
May 17, 2022
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!
Why work with a financial planner on my sabbatical plan?
December 28, 2021
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!
Smart Tax Planning Moves To Consider Before Year-End & BEFORE GOING ON SABBATICAL
November 16, 2021
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!
How Can Your Health Saving Account Fund Your Sabbatical
October 20, 2021
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.
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