Voya 2026 Financial Wellness Calendar

Welcome to the 2026 Financial Wellness Calendar — created to help you stay organized and on track with key financial dates and milestones throughout the year. No matter where you are on your financial journey, this calendar is here to inspire progress, build momentum and help you move confidently toward your goals. 1. Kick off the year by taking your financial wellness assessment to understand your current financial situation. It’s a great first step toward achieving your financial goals. 2. Create your financial goals and an action plan to get there. 3. Review your expenses and create a budget prioritizing your assessment results. We recommend the 50/30/20 rule. Check out our budget calculator to help get you started. 4. Do you have a retirement account at a previous employer? Consider rolling that over to your Voya retirement account for a simpler process of managing your accounts in one secure place. Call (866) 865 - 2660 or email us at ACT@voya.com to discuss your options.* 5. Review and update the beneficiaries listed on your retirement account s , Health Savings Accounts (HSAs) and life insurance policies to ensure they reflect your current wishes. 1. Review your financial wellness assessment results to understand where you stand financially. 2. Make a plan for your tax refunds based on your assessment results, whether it’s paying down debt or boosting your retirement savings. 3. If you received a refund, it’s a good time to start funding your emergency savings. Remember, even starting small can add up over time. Check out our guide to help you get started . 4. Take a moment to evaluate whether an IRA, Roth or workplace retirement plan is best for your tax planning needs. 2026 Financial Wellness Calendar 1. Gather all your tax documents to prepare for filing your taxes to avoid last - minute stress. Visit irs.gov to learn more about what you need to prepare. 2. Start filing on your own or work with a tax accountant for assistance. 3. Leveraging the knowledge and experience of a financial professional could be a great way for you to feel more confident about your finances, help keep you on track and help you reach your goals. Follow our guide on how to choose a financial professiona l . 4. Sign up for electronic communications to help save the environment and go paperless, while you manage your account securely. Log in to your account , select your name at the top and then select communication preference to sign up. Tip: Consider filing your tax documents electronically to speed up the process. March January Financial Wellness Month Set your goals Have a previous retirement account? Beneficiaries review February Organize your tax documents Consider working with a financial professional Go paperless Plan for tax refund and set up your emergency fund Evaluate IRA, Roth and workplace retirement plans for tax planning