Better Money Habits: 6 Habits for Better Financial Health

Adopting better money habits could help you take more control over your financial life, allowing you to save more, spend strategically and build the wealth you want for yourself and your loved ones. But less intentional money habits may slow your financial progress, make overspending easier or prevent you from saving for the future.

Let’s look at 6 healthy money habits that may help you build your creditworthiness, save for the life you want in retirement, gain financial independence and keep you resilient during setbacks along the way.

Better money habits to embrace

The best money habits will help you save, use and enjoy your money while keeping your spending in line with your income.

Pay off bills in full

Carrying a monthly credit card balance is common, and having a loan balance is often inevitable, especially if you have a mortgage or student and car loans. But deciding not to pay bills in full when you can might create a cycle of debt that’s hard to break.

When bills are underpaid or unpaid altogether, you might experience:

  • Expensive interest charges, especially if you’re only making minimum payments on credit card balances
  • Having to cut back on or even draw from savings to pay down that interest
  • Higher rates of credit utilization, or the amount of your available credit in use, which often impacts your creditworthiness

By paying your card balances in full each month, you may be able to avoid credit card interest in some cases. And in certain scenarios, paying more than your monthly minimum loan bill could also help you save more money on interest and pay down debt sooner.

Max out your workplace benefits

Looking closely at your job’s benefits may help you uncover savings and spending accounts or other financial tools that can help you reach your goals, such as:

  • A Health Savings Account (HSA) or Flexible Spending Account (FSA) that lets you contribute pre-tax dollars to help pay for qualified medical expenses
  • Life insurance and disability plans that help protect your income and safeguard your family’s finances, whether you're gone, sick or unable to work
  • If your job offers it, a 401(k) retirement account that lets you contribute a portion of your pre-tax wages and accepts a matching pre-tax contribution from your employer
  • Retirement contribution matching programs for qualified student loan payments (QSLPs), where your employer makes 401(k) contributions that match your student loan payments — even if you don’t contribute to a retirement account
  • At-home office stipends or employee allowances to cover travel, office items, work-related electronics and moving expenses if you’re required to relocate
  • Unique employer perks like family and life planning services, health and wellness stipends, commuting coverage, gym memberships or reimbursement for childcare costs

Reassess your emergency fund

As you grow and evolve, so can the types of financial goals you might have, like buying a new home or vehicle, saving for a long vacation, moving to a more expensive location or planning for a child. And because financial demands can change overnight, creating and regularly adding to an emergency fund is crucial for reaching and maintaining financial stability.

Automate your savings

Paying yourself first means setting aside money from every paycheck before paying any other bills. Automating deposits to your savings account could help you consistently pay yourself first, build up short-term savings for unexpected costs and steadily work toward larger financial goals that may require a large upfront investment without too much thought.

Look for signs of lifestyle creep

Your lifestyle is how you spend money on housing, groceries, travel and everything in between. Lifestyle creep happens when your lifestyle’s price tag increases each month with your income. Occasional splurges are normal, but gradually spending more on everything can throw your progress toward financial goals off track.

To get ahead of lifestyle creep, you can:

  • Track your expenses to catch yourself shopping and dining out more than you would like
  • Scan credit card and bank statements for forgotten or unused services, like gym or streaming subscriptions
  • Research how buying a home that’s larger or more expensive than necessary may contribute to lifestyle creep

Review and update your budget

A budget is your roadmap for managing and allocating money for spending and saving. Life changes, like emergencies, a new job or growing expenses, can all affect your finances. Regularly reviewing and updating your budget could help you stay on track and work toward financial independence despite economic changes.

Budgeting approaches may include:

  • 50/30/20 budgeting: With the 50/30/20 method, you’d spend 50% of your total income on necessities, 30% on non-essential wants and 20% on savings and debt repayment.
  • Zero-based budgeting: Assign every dollar you make each month toward a certain expense and avoid unintentional spending altogether, making sure your monthly bottom line is always $0.

You can also blend approaches or move from one and shift to another as your income changes.

Money habits to avoid

Certain habits might actively work against your finances and your ability to live the life you want:

  • Delaying bill payments: Missing, putting off or making even one late payment could trigger steep interest charges, late fees or other penalties, all of which could negatively impact your credit score and make repaying debt harder going forward.
  • Failing to stick to your budget: Failing to stick to a budget could make it harder for you to spot lifestyle creep and more likely to live paycheck to paycheck. Remember that budgeting can help you stay prepared for life’s curveballs, while spending without guardrails could place you in difficult situations with fewer solutions.
  • Putting off retirement contributions: Since retirees need roughly 80% of their present annual income for 30 years or more after retiring, making regular contributions as early as possible can help you achieve greater financial security later in life.
  • Ignoring debt: Neglecting debt could have serious financial and legal consequences, such as a damaged credit score, expensive fees or garnished wages. Some good forms of debt that help you grow financially, like a student loan or a mortgage, may help you build credit and financial stability, but only when making regular on-time payments.

Disclosure: This article is for general educational purposes. It is not intended to provide financial advice. It also is not intended to completely describe any Citi product or service. You should refer to the terms and conditions financial institutions provide for various products.

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