Why you need a money date and how to organize it
Simply put, a money date is an intentional, scheduled time to spend understanding and planning your finances. If you don’t schedule money dates yet, now is time to start!
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.
Simply put, a money date is an intentional, scheduled time to spend understanding and planning your finances. If you don’t schedule money dates yet, now is time to start!
Sabbatical: a break to PREVENT the damage stress can cause rather than fixing it afterward
As you search for and work with a financial planner, here are a handful of mistakes you can avoid so your sabbatical planning experience really is about planning for YOUR dream.
The beginning of the year is a great time to review your contributions to your employer retirement savings plan because it’s when the annual contribution limits reset. It’s also often when any raises go into effect. And you’re in a new tax year.
But how can you properly review it? Here are some things to look for!
Taking a break from work boosts wellbeing, morale, and productivity. This has been proven time and time again. Numerous studies have explored the importance of small breaks throughout the day, but what about breaks that are a little longer? How do other countries think about that?
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!
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!
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?
Contrary to popular myth, you really don’t have to be rich and have a lot of freedom to take a sabbatical, and the thousands of people around the world who are on their sabbaticals right now are proof! You could be one of them, too!
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!
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