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Are you connecting the dots between your benefits and savings decisions?

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This information is provided by Voya for your education only. Neither Voya nor its representatives offer tax or legal advice. Please consult your tax or legal advisor before making a tax-related investment/ insurance decision. Products and services offered through the Voya ® family of companies. CN2600383_1124

Most of the time

Some of the time

Never

Question 1

During open enrollment each year, I dedicate time to learn about all of my options and evaluate what I need.

orange origami dollar bill animals together with a squirrel on the left and rabbit on the right

Most of the time

Some of the time

Never

Question 2

When deciding what benefits to choose, I also think about how much I’ll save for retirement at the same time.

Most of the time

Some of the time

Never

Question 3

I have emergency savings that I can use for unexpected expenses, so I don’t have to take on debt or pull from my retirement account.

Most of the time

Some of the time

Never

Question 4

I take advantage of extra benefits, like a Health Savings Account (HSA), accident insurance, critical illness insurance, etc.

Most of the time

Some of the time

Never

Question 5

If I have an HSA, I include pre-tax contributions in my overall budget for benefits.

Not applicable

Your results

You’re doing a good job of connecting the dots

Good job connecting your benefits and savings decisions! Here are some resources that can help you take the next step:

Retake Assessment

Assess your financial wellness today

Get Ready to Retire Better® blog

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Live and on demand education

Check out a quick read on 5 HSA benefits you may not know about

Learn about the types of insurance you need at every lifestage

Watch a video on how to manage healthcare costs in retirement

Get our checklist for 10 steps to strengthen your financial preparedness

Your results

You sometimes think about your benefits together

You’re off to a good start. Here are some resources that we think you'll find helpful based on your answers:

Watch a video to find out how much should be in your emergency fund

Learn how an HSA can enhance your retirement nest egg

Get our guide for the types of insurance you need in your 20s, 30s and 40s

How much do you need to retire? Find out in 60 seconds

Retake Assessment

Assess your financial wellness today

Get Ready to Retire Better® blog

Budgeting calculator

Live and on demand education

Your results

You haven't thought about connecting your benefits before.

No worries, we’re here to help! Here are some resources that may help you think about your benefits more holistically:

Can you save more? 5 Tips to help you get started

Get our guide on the different types of insurance and protection

Watch our video on the benefits of HSAs

Find out how to start your emergency savings fund

Retake Assessment

Assess your financial wellness today

Get Ready to Retire Better® blog

Budgeting calculator

Live and on demand education