Financial Wellness Month 2025
Kickstart Your Financial Wellness in 2025
This month, we’re empowering you to take charge of your finances with daily strategies, articles, and actionable steps. Wherever you are on your financial journey, we’re here to help.
Download RPB's Financial Wellness Calendar
Click to open a bigger PDF of our January Financial Wellness Calendar. Each day links to a helpful resource you can use.

Or, you can also click on the resources in the list below:
January 30 | Naming beneficiaries ensures your loved ones receive what you intend, and it’s easier than you think. This resource walks you through the simple steps to get it done. |
January 29 | Semi-retirement can give you more freedom. This guide offers five strategies to help you achieve it while staying financially secure. |
January 28 | Estate planning ensures your wishes are carried out and eases the burden on your loved ones. This checklist simplifies the process, from gathering documents to defining your legacy. |
January 27 | Retirement should be about enjoying your hard work, but taxes can complicate things. This guide helps you plan withdrawals wisely to keep more of your money. |
January 25 | Successful investing is about consistent habits—sticking to a plan, diversifying, and managing taxes—these six simple habits can set you up for long-term success. |
January 24 | The stock market may seem intimidating, but it’s less risky than you think when you invest for the long term. This resource shows how patience and diversification can lead to success. |
January 23 | Holding off on investing due to common misconceptions? Let us debunk six major myths and help you reconsider! |
January 22 |
Compound interest, often called “the eighth wonder of the world,” helps your money grow faster the longer you invest. This explainer shows how to make your money work for you. |
January 21 | The stock market underpins our economy and impacts everyone, investor or not.This guide simplifies the basics and shows how to get started—it's less intimidating than you think! |
January 20 | Investment terms can feel like a foreign language, but this resource simplifies the basics. From stocks to asset allocation, you’ll be "speaking investor" in no time. |
January 19 | As an RPB retirement plan member, you’re already an investor. This resource helps you explore your options, whether you prefer managing investments yourself or leaving it to a professional. |
January 18 | Feeling like you’re juggling debt, savings, and investments? This guide helps you prioritize and create a plan for both short-term needs and long-term goals. |
January 17 | Need extra cash unexpectedly? A loan from your RPB retirement account can be a smart option, but it’s important to understand its impact on your long-term financial health. This resource explains more. |
January 16 | Wondering whether to rent or buy? Answering five key questions can help you make an informed decision that aligns with your values and future plans. |
January 15 | Student loans don’t have to hold you back if you understand their long-term impact and manage them wisely. Dive into this primer to ease stress and boost your financial confidence. |
January 14 | Your credit score is crucial for financial health, influencing loan approvals and interest rates. Improving it takes small, focused actions that can yield big results over time. Learn more here. |
January 13 | Maximize credit card benefits, avoid hidden traps, and keep your credit score in check with these few simple tips. |
January 12 | Being in debt can feel overwhelming, but progress is possible with the right approach. Here are two smart solutions to help you get started. |
January 11 | Picture your dream vacation and keep that vision in mind as you explore these 9 tips to make your trip more affordable. |
January 10 | Watch this video to hear Susan’s inspiring true story and reflect on your own retirement goals. Then, commit to taking the steps needed to make your vision a reality. |
January 9 | If you're retired or nearing retirement, consider a "sustainable withdrawal rate" to avoid depleting your savings. A common rule is 4% to 5% in the first year, adjusted for inflation. Learn more to see if your rate needs adjusting. |
January 8 | Studies show that many women (and anyone who is a primary caregiver) need to save differently for retirement. Learn these 7 risks to women's savings—and how to minimize them. |
January 7 | Learn three basic things about an emergency fund, then work one into your budget. Get started by watching this video. |
January 6 | See how a small increase to your retirement contribution can make a big difference to your future lifestyle. Click here |
January 5 | Give some thought to what you want to achieve financially this year as well as down the road. Then use your budget to allocate accordingly. Tips are in the video. |
Date | Content |
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January 4 | Avoid the common financial pitfalls of modern life—like paying too much on housing or carrying heavy credit card balances. Ready to take the next step? |
January 3 | Our quick start guide gives you all the resources you need to create a budget for 2025. Give it a try. |
January 2 | It’s important to be aware of how finances and your well-being are linked. Here's what you need to know. |
January 1 | The first step to get organized set goals and create a plan to achieve them. Here's how. |
Get on a path to more financial freedom today.
Download RPB's Financial Wellness Calendar