Around this time every year, people seem to take a step back and get a bird’s eye view of their financial health. It’s the time to review what you’ve been spending, what you’ve been saving, and any opportunities to make any necessary changes. In and of itself, this can feel overwhelming. Where do you even start? That’s why we’re bringing it back to the basics with a few tips, resources, and ideas to help you tackle this Tax Day feeling confident about the year (and years!) ahead. 

Budget, budget, budget

Maybe you already know this one, but it’s easier said than done. This simple graphic from Mint illustrates it perfectly – budgeting sounds great in theory, but sometimes, it falls to the wayside.

(Source: Mint

So, how do you make budgeting sustainable? It’s so important to be consistent. You don’t have to do anything fancy, either. Creating a simple budget means putting in the work upfront, but then having a place to come back to that’s user-friendly and something you won’t dread working within. 

Explore options from your employer

Have you taken time to evaluate if your company has an employer-sponsored retirement savings program? Your company may offer a 401(k), and they may even match the contributions that you make. If you’re able to set aside money each month to put into a retirement savings plan, you can make your money work for you. Don’t delay exploring what your company does/doesn’t offer, and you can even set up a meeting with the person responsible internally for additional questions or information. 

Rely on helpful tools to make it easier

When it comes to financial health, you never have to go it alone. If a financial advisor isn’t in the cards for you at the moment, there are a ton of other resources you can turn to. Wellness Coach, available through Gympass, has a series of content created by award-winning finance coaches dedicated to helping members better their financial health. 

Get to know coaches like Holly Morphew, Wilson Muscadin, and Josh Stine to get an idea of the type of help that’s available via Wellness Coach. Consuming content like this can teach you invaluable lessons, give you ideas you may not have had before, and leave you feeling inspired to get your finances in order.  

Tax Day comes and goes, but strong financial health lasts

…so do your due diligence, spend a little time doing research, lean on the experts out there to help you, and make your personal finances a priority on April 15th and every other day of the year. 

To try out Wellness Coach for yourself in addition to tons of other resources for your mind, body, and mood, get started with Gympass today. There’s so much great content just waiting to be discovered.