4 MIN READ
JUNE 2025
Be intentional with your money
Finances affect every part of life, including our health. Feeling stressed about money can lead to things like sleep problems, headaches and feelings of anxiety. Thankfully, your Costco benefits can help you take charge, get ahead and feel better about your overall financial picture.
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What are some ways to take control and boost my savings?
- Set clear financial goals — Decide where you want your money to go instead of wondering where it went.
- Pause before making an unplanned purchase — Be honest about whether it’s something you need or just want in the moment.
- Stick to your list — Decide what you need before you shop and stick to it.
Your Costco benefits can help you pay off debt, save for retirement and stress less about money. Here’s a closer look at what’s available to you.
Get free financial coaching from SmartDollar®
People often have different views when it comes to managing finances. This is a topic Costco Benefits Manager Lauren Green and her husband, Center Manager Anthony Green, talk about in this month’s employee podcast. Hear how SmartDollar not only strengthened their finances during a hectic time, but their relationship as well.
SmartDollar helps you take control of your finances. Get step-by-step guidance to manage your budget at no cost to you. You also get free financial coaching. Here are some things a financial coach can help with:
- How to discuss money with your partner
- Build a budget for everyday expenses and goals
- Figure out what debt to pay off first
- Save for emergencies
- Plan for retirement
- Save for the fun stuff, like a vacation
Invest in Costco with the Employee Stock Purchase Plan
UBS administers the Costco Employee Stock Purchase Plan (ESPP). You can choose to purchase company stock through payroll deductions, and Costco pays the fees and commissions related to each purchase.
Resources for you
SmartDollar® gives you a practical way to change how you handle money. Learn how to make a budget, pay off debt and catch up on bills. You can also learn to save more money, build an emergency fund and safeguard your family’s finances. One-on-one financial coaching is also available at no cost. Text COSTCO to 33789* to download the app.
SmartDollar.com/enroll/Costco | SmartDollar app | No cost
*Message and data rates may apply.
T. Rowe Price manages the Costco 401(k) Retirement Plan, helping you save for retirement. This plan includes matching and annual contributions from Costco. Check out your T. Rowe Price Confidence Number and watch your personalized Retirement Income video when you log into your account.
RPS.TRowePrice.com | 800-922-9945 (English) | 800-368-2768 (Spanish)
UBS administers the Costco Employee Stock Purchase Plan (ESPP). You can purchase the company’s common stock through regular payroll deductions.
SmartDollar® gives you a practical way to change how you handle money. Learn how to make a budget, pay off debt and catch up on bills. You can also learn to save more money, build an emergency fund and safeguard your family’s finances. One-on-one financial coaching is also available at no cost. Text COSTCO to 33789* to download the app.
SmartDollar.com/enroll/Costco | SmartDollar app | No cost
*Message and data rates may apply.
T. Rowe Price manages the Costco Retirement Plan, helping you save for retirement. This plan includes matching and annual contributions from Costco. Check out your T. Rowe Price Confidence Number and watch your personalized Retirement Income video when you log into your account.
RPS.TRowePrice.com | 800-922-9945 (English) | 800-368-2768 (Spanish)
UBS administers the Costco Employee Stock Purchase Plan (ESPP). You can purchase the company’s common stock through regular payroll deductions.
SmartDollar® gives you a practical way to change how you handle money. Learn how to make a budget, pay off debt and catch up on bills. You can also learn to save more money, build an emergency fund and safeguard your family’s finances. One-on-one financial coaching is also available at no cost. Text COSTCO to 33789* to download the app.
SmartDollar.com/enroll/Costco | SmartDollar app | No cost
*Message and data rates may apply.
T. Rowe Price manages the Costco 401(k) Retirement Plan, helping you save for retirement. This plan includes matching and annual contributions from Costco. Check out your T. Rowe Price Confidence Number and watch your personalized Retirement Income video when you log into your account.
RPS.TRowePrice.com | 800-922-9945 (English) | 800-368-2768 (Spanish)
UBS administers the Costco Employee Stock Purchase Plan (ESPP). You can purchase the company’s common stock through regular payroll deductions.