Do any of your 2025 resolutions include your finances? BPAS University has a variety of resources to get you started.
Goal: Get started
If you’re just starting out, perhaps you’d curious about the benefits of established credit, short and long-term savings, and how to get out of debt. Our Financial Wellness partner, Balance, has an entire website of free resources to assist. In addition, Balance holds monthly webinars on a variety of financial topics. Visit u.bpas.com/webinars to register for upcoming sessions or to watch previous recordings.
Goal: Create a budget
Creating and following a budget is key for strong financial footing. Our parent company, Community Bank N.A., breaks down the basics in this blog post. Even if you’re not a fan of budgeting, the post includes some suggestions on how to make it rewarding!
Goal: Get Organized
If you like to start the year off knowing where you stand financially, our Financial Organization Workbook can assist you with the process. Download a copy and work on it independently, or with your partner. You may even want to share your results with your financial advisor.
Goal: Prepare for Tax Season
If you’re starting to gather your tax documents, our webpage will help you determine what documents you may receive from BPAS, as well as the timing. In addition, you still have time to fund an IRA for 2024.
Goal: Learn about your Health Reimbursement Accounts
Is this your first year with a High Deductible Health Plan and Health Savings Account (HSA)? Are you trying to determine what your Flexible Spending Account (FSA) covers? Learn how to optimize your account by understanding the various resources.