Life Kit Start your financial self-care routine
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Mar 25, 2025 Explore how financial health mirrors physical health routines with essential self-care strategies. Discover practical tips for planning finances that enhance mental well-being. Learn how psychological factors influence financial decisions and the importance of aligning financial goals with personal values. Uncover daily habits that reduce stress and foster better money management. This engaging discussion empowers you to take charge of your financial well-being and celebrate your progress.
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Goal Setting
- Define your life goals first, without focusing on money.
- Then, create financial goals that support those life goals.
Savings Accounts
- Seek higher interest rates for your savings.
- Ensure your chosen bank is FDIC or NCUA insured.
Annual Financial Tasks
- Mark tax deadlines and open enrollment periods on your calendar.
- Review and update your health insurance and beneficiary information annually.