In Your 40s

By now, you may be settled nicely into a rewarding career and immersed in a busy but fulfilling family life. With so much on your plate, it’s easy to make a habit of putting others first. But as important as your family and your job are to you, don’t forget to take care of two of the most essential items in your life: your health and your happiness. You can’t possibly be your best at work or at home if you’re not tending to your physical, mental and, yes, financial health.

6 Most Important Benefits in Your 40s

1. Contribute at least 6 percent to your 401(k).

If you do nothing else, do this. For every dollar you contribute, Intuit matches $1.25 to your 401(k), up to 6 percent. If you don’t participate, that’s like telling your boss you don’t want a 7.5 percent raise. Think about it. Enroll now.

2. Own a piece of Intuit and save for your future.

By enrolling in the Employee Stock Purchase Plan (ESPP), you can set aside 2 percent to 15 percent of your total pay and invest it in Intuit shares—at a 15 percent discount! Whether you’re financing your kids’ educations or looking down the road to your retirement, the ESPP is a great way to sweeten your savings strategy.

3. Plan for your financial independence.

You might be struggling to pay off your mortgage or high-interest credit cards, or trying to build the nest egg for your golden years. Create a budget that works for you and make sure you’re putting away a percentage of each paycheck for your future. Intuit gives you free access to industry-leading tools as well as financial education and counseling services through the legal insurance plan to help create a plan that works for you.

4. Get help when you need it.

Let’s face it, life can be stressful. We can all use a little help from time to time to get through the particularly rough patches. Whether you’re interested in talking to a counselor or taking meditation classes, Intuit’s Well Minds programs can help you handle life’s challenges, build resilience and ease your stress.

5. Shape up.

From our Well-being Hub, Well-being for Life Program and Retrofit weight loss program to biometric screenings and flu shots, we give you lots of opportunities and encouragement to stay healthy and save money. It’s not just about looking and feeling great—it’s also about having all of the tools you need to lead a well-balanced life.

6. Spend less.

Getting to work at a great company is far from the only perk you get to enjoy as an Intuit employee. Take advantage of discounted rates on everything from Intuit products and home loans to auto, home and pet insurance.

How many of these programs have you taken advantage of already? What are you missing out on? You can use this checklist to make sure you’re investing in your future, staying healthy, and taking care of your family. Win. Win. Win.

What's next?

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