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.
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!
As financial planners specializing in sabbatical planning, we hear and answer a lot of questions. Today we’re answering the top 3 questions we get so hopefully this can help you too!
We often really only think of the travel portion itself when considering taking a sabbatical, but there are a few other stages of the journey to take into account too. The wind down leading up to it, the logistics of the trip itself, and the reintegration period afterwards – all 3 stages should be considered when planning the money aspect of a sabbatical.
Much like a sabbatical, mini-retirements can leave us feeling more fulfilled, at peace, and also more productive! Here’s all you need to know!
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!
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!
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!
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!
It’s that time of the year again… Your mailbox has been filling up with tax documents and you may be asking yourself what the heck they’re all for. Don’t worry, we’re here to help!
Looking for something else? Click on your interest below.
