Voya's Budget Calculator
Get your 50/30/20 budget and then personalize it to your priorities and situation
The 50/30/20 approach can be a helpful way to get started with budgeting. It’s a simple rule of thumb that suggests you put up to 50% of your after-tax income toward things you need, 30% toward things you want, and 20% toward savings.
50% Needs
Things you must have or can't live without.
Examples: housing, groceries, utilities, transportation, child care, debt payments
30% Wants
Things you can cut back on or do without.
Examples: entertainment, dining out, clothing, splurges
20% Savings
Money you save for future goals.
Examples: emergency fund, home, vacation, retirement, financial freedom
Click HERE to be directed to Voya's Budget Calculator. Snap a photo and send proof to feedback@kurtz-bros.com (or tell your manager!) so you get credit for a BWELL square!
Complete the Insurance Crossword Puzzle and the Wellness Word Search
Visit/Register VOYA, Make a Financial Advisor/Estate Planning Meeting
Be sure to schedule your necessary financial meetings to keep yourself on track for the future. This is a BWELL square too!
Did you know that by not preparing an estate plan, you are making the task of settling your affairs more complicated for your survivors? Guardian has a Will Prep Program you can check out HERE.
While not pleasant to consider, should the unthinkable happen, it is critical you are prepared, and part of that preparation is naming beneficiaries. Check out the LINK for more information.
Team Building
Join in on the excitement and camaraderie by taking part in our team building TRIVIA CHALLENGE this week. Gather your teammates, sharpen your wits, and get ready to embark on a thrilling journey of teamwork and friendly competition! All participants will be in the drawing for a Tier 1 Prize, while winners are given the chance at a Tier 2 Prize!
