Saving
___ is the best time to start saving and investing.
What is today?
Contributions to a Traditional Roth are pre-tax so taxes are paid when the money is __________.
What is withdrawn?
__________ is the deadline for this year's tax season.
What is April 15?
Buying a home during ______ typically means less competition but also less inventory. Buying in the ______ typically means more inventory but more competition.
What is winter and summer?
____ is where you can find internal job postings.
What is Workday?
Saving 3 to 6 months of living expenses is the general rule of thumb for one's ___________.
What is an emergency fund?
Contributions to a Roth are ______ so taxes are paid before adding money to the account.
What is after-tax?
These are public record and used for legacy planning and are generally easy to establish.
What are wills?
FEC stands for _________
What is the Financial Empowerment Center?
When completing an internal application, before any interviews you must let ____________ know or the recruiter will notify them.
What is your manager?
A HSA (Health Savings Account) can be contributed to on a pre-tax basis and used for qualified ________ expenses.
What are medical?
The Save and Pro$per challenge lasting 90 days helps build awareness of _________ spending.
What is nonessential?
These are an option for confidential legacy planning and can be expensive but minimize the impact of probate.
What are trusts?
This is a tax credit in place to incentivize saving for retirement.
What is the Saver's Credit?
Through the employee loan program, you can save up to $___ on your appraisal.
What is 700?
It may be a good idea to keep emergency funds in a savings account, money market or brokerage account of a high yield savings account but not __________.
What is the stock market?
$_______ is the max contribution individuals under 50 can make to an IRA in 2026.
What is 7500?
You should regularly evaluate legacy planning but especially update when _________ happens.
What are life events?
(also acceptable, specific examples like death in family, adoption, etc.)
Since 2020, grocery prices have risen ___%.
What is 30?
Through the employee loan program, you can receive a $____ lender credit toward closing costs.
What is 1500?
These can be stacked on top of store and manufacturer coupons for more savings after shopping.
What are rebates?
You can withdraw from tax-advantaged retirement savings accounts when age ______ and it has been 5 years or more since your first contribution to those accounts.
What is 59 1/2?
You should compare ______ and ______ to figure out what benefits you most when filing taxes.
What are itemizing and standard deductions?
This company is responsible for the creation of the first coupons in 1887 as a marketing strategy.
What is Coca-Cola?
There is a _ month requirement for hourly employees to be with the company before changing positions and a __ month requirement for salary employees.
What are 6 and 12?