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Taking Advantage Of Employee Benefits – Part 1

October 5, 2022 This month marks the start or our open enrollment period at both our employers, which helps serve as a reminder to check in and ensure that we are utilizing the benefits provided by our employers.The first of which is the wellness initiative through my employer, who’s deadline for submission of the annual incentive program happens to be right in the middle of open enrollment and seems to have crept up on us this year. The program is through my employer and offers a Visa gift card for the employee (and spouse) if the fulfill certain criteria – our program has three separate requirements. The first involves an on-line health assessment, which poses number of questions related to physical health, mental health and financial health. Upon completion of the assessment a report is generated which provides some recommendations for various actions that could be taken based on the responses, as well as resources available to assist. It also provides a numerical value based upon the responses – and why I find that helpful is that it compares against your previous assessment data, so I know how I am trending year over year, as well as broad comparison against the average person within a specific peer group.The second involves a health check, which would be any one of several things. There is a biometric screening option, which has several different ways to accomplish:  Employer on-site event, self-collection kit for an at-home test, or a from that a health care provider fills out. Reporting a dental cleaning also satisfies this requirement. And the final option would be to participate in a coaching session with a health and wellness coach.The third involves participation in a well-being activity. Again, there are several different options available to satisfy this requirement, from health and wellness coaching sessions, health and wellness planning, various “challenges”, and listening to various podcasts – which have a wide variety of topics available. I typically enjoy the podcasts; with the topics I chose this year being climate change and nutrition & immunity.Our family stays routine on medical and dental checkups, so we are meeting the second requirement regardless – so for our time invested in the first and third requirements it ends up being a no-brainer for us, and a welcome additional few hundred dollars.The first step is knowing what benefits are available to you, and then you can begin to utilize them. You might also be interested in As the year comes to a close, so does Season 14 of Project Money. In preparation for writing our final blog post we reflected over what has occurred over... In the last week we had to take Robin’s car, a 2019 VW Atlas, in for a couple of recall notices we had received. Nothing completely out of the ordinary... One of the topics we had mentioned in our posts from earlier this year was an employee stock purchase plan offered by Robin’s employer. We have never participated... Being part of Project Money has pushed our family to take a more active role in managing our finances, necessitating weekly conversations that have spurred... With Thanksgiving behind us, the countdown to Christmas has “officially” begin. This year, as part of our Project Money journey, we have been planning... I had been putting this off for a few weeks/months now, optimistic that Fall might stretch on a little bit longer – but this past week’s winter weather... Over the last few weeks, we have been working to refocus, and get back to some of the basics as we start to head into the end of year holiday season... Over the past few weeks and months, I had seen several news reports about I Bonds, usually with a corresponding endorsement of their attractiveness as... We have reached the point of the year where we have one foot firmly planted into heating season and thought we would reflect on what energy saving tips...
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