Budgeting & Relationships
April is Financial Literacy Month, making it the perfect time to take charge of your financial health. The Master of Wellness Challenge will help you build smarter financial habits—complete 3 out of 4 activities and be entered into a raffle to win! Schedule a call with a financial advisor through Fidelity or EAP services Review & reduce unnecessary expenses – cut out subscriptions or costs you don’t use. Use this sheet to get started. Attend one Fidelity webinar to improve your financial knowledge Read a book or article OR explore a financial podcast or LinkedIn Learning course on personal finance management Challenge yourself to make informed financial decisions— get started today! Ask for Help Conversations about money can be perceived as confrontational, even when they are not meant to be. It is not unusual to become defensive, so Master of Wellness Challenge – Strengthen Your Financial Well-Being! try to listen and understand each other’s perspective with empathy. If money related challenges begin to negatively affect your personal relationships or self-esteem, consider working with a behavioral health specialist, who may be able to help you and your partner work through the emotional process of navigating family finances.
Rally is Evolving – Redeem Your Incentives Before the Deadline! Rally is transitioning! On May 1st, Rally will officially transition to Rally Engage, bringing new features and increased rewards. Be sure to redeem any earned incentives by April 30th, as they won’t transfer to the new platform. Together or Separate? Couples who combine their finances and work from a consolidated spending plan usually end up having more success sustaining their plan and reaching their goals. Although couples can successfully manage their finances separately, it is generally the exception and not the rule. Set Aside Time Set aside time to create or discuss your spending plan as a couple, schedule a time when you are relaxed but not tired -- a time without interruptions or distractions. Several weeks before the meeting, decide what preparations will need to be made, and who will make them. For couples, it is common for one person to handle the finances, while the other manages other aspects of their life together. Regardless of who pays the bills, each person must be fully informed and aware of the household finances.
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