Skip to content
Planning Best Practices
July 28, 2023

Unplug, Relax and Refresh During Your Paid Time Off (PTO)

Justin Hearty
Do you find yourself doing chores or completing overdue tasks during PTO? While these may be important, using PTO to destress and unwind is critical to your overall well-being.

Taking time off has many benefits, whether one day or an entire vacation. This article will discuss how to prepare beforehand, maximize it throughout the year, and a few ideas for spending your time.

How Can I Prepare Beforehand?

Align your priorities! Accomplishing this requires a discussion with your manager and team before taking PTO. Prioritizing will allow you to focus on the days leading up to your time off for a seamless transition. If any of your current projects require collaboration with other team members, prepare them for your time out of the office. Without proper planning and preparation, you are likely creating more work for yourself upon returning.

How Can I Maximize My Time Off?

It is essential to ask yourself what you are or are not willing to do during PTO, what constitutes an emergency, and what can wait until you return. Setting boundaries in advance with proper communication is the key to successful PTO.

With the boundaries mentioned, we can now discuss ways to get the most out of your individual PTO. Extending weekends or planning around different events is a good starting point. Try taking PTO closer to weekends, taking off either a Friday or Monday. Doing so can allow you to get more done, increase enjoyment, and refresh. The same can apply around Holidays. Look at the days the Holidays fall on and plan some PTO around it. Future preparation can allow for more time with family while extending your time off.

Keeping that in mind, we would be remiss not to mention vacations. They are an essential piece of maintaining your overall health. If you’ve been experiencing the burnout blues, taking a well-planned vacation may be the answer to your rejuvenation. They can largely contribute to enhanced mood, creativity, and well-being. One last point is that vacations can be something other than an extensive and jam-packed event. You can explore the surrounding areas and create life-long memories that invigorate and broaden your perspective. Visit a new city or neighboring states! A 3-4 day stay can be equally beneficial as a week or more extended vacation.


Final Thoughts: Prepare ahead of time, set your boundaries, identify specific days to take PTO in conjunction with weekends or Holidays, and take a purposeful vacation! Find what works best for you and continue to evolve as you progress through life.

About Strategic

Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $2 billion.



Strategic Financial Services, Inc. is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor. The term “registered” signifies compliance with regulatory requirements and does not imply a certain level of skill or training.

The information provided on our website, including weekly market commentaries, financial planning articles, and other educational resources, is intended solely for educational purposes. It is designed to offer insights into financial planning and investment management, aiming to enhance understanding of financial concepts, strategies, and market trends. This content should not be interpreted as personalized investment advice or a recommendation for any specific strategy, financial planning approach, or investment product. Financial decisions are deeply personal and should be made considering the individual’s specific circumstances, goals, and risk tolerance. We recommend consulting with a professional financial advisor for personalized advice.

Please be aware that Strategic Financial Services, Inc. does not provide legal or tax advice. The content on this website is not intended to be used as such or as a substitute for legal or tax advice from a licensed professional. We advise seeking guidance from qualified legal and tax advisors regarding these matters.
Investment Risks and Portfolio Management.

The discussion of any investments on this website is for illustrative purposes only and provides no guarantee that the advisor will make any investments with the same or similar characteristics as those presented. The investments identified and described herein do not represent all the investments purchased or sold for client accounts. The selection of representative investments to discuss is based on various factors, including recent company news or earnings releases.

It should not be assumed that any investments discussed were or will be profitable. All investments involve risk, including the potential loss of principal. There is no assurance that investments mentioned will remain in client accounts at the time you view this information.

When index returns are mentioned on this site, they are provided as a general indicator of market conditions and are not representative of any client’s portfolio performance. Indices are unmanaged, do not incur management fees, costs, and expenses, and cannot be invested in directly. Therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

While index returns are used as a framework to report on general market conditions, they should not be construed as an indicator of future performance of any specific investment or portfolio. Discussion of index returns is intended to provide context and insight, not to suggest that clients will achieve similar results. Each client’s portfolio is managed according to their specific investment goals and financial situation.

The opinions and any forward-looking statements expressed in the articles and videos featured in our resource center are as of the date of publication. These statements are based on current laws, regulations, market conditions, and other relevant factors, including third-party data. Given the dynamic nature of financial and regulatory environments, as well as potential changes in market conditions or economic circumstances, the information provided may become outdated or may no longer be accurate.
We rely on third-party data to form our opinions and projections, which means that these are subject to the same uncertainties that affect all data-dependent analyses. As such, we advise readers to exercise caution and not rely solely on the statements made herein for making financial decisions. It is recommended that investors consult with a professional advisor who can help assess the relevance and accuracy of the content in light of the current economic climate and personal financial situation.

Our website contains links to third-party websites as a convenience to our users. Strategic Financial Services, Inc. does not control, endorse, or guarantee the content found on such sites. We are not responsible for the accuracy, legality, or content of the external site or for that of subsequent links.
Contact the external site for answers to questions regarding its content.
The inclusion of any link does not imply our endorsement of the site, nor does it imply any association with its operators. Use of any such linked website is at the user’s own risk.

Related Resources