Tax season is here, and with it comes one of the most natural, and underutilized, opportunities in your financial wellness calendar.

March is Month 3 of the 2026 Financial Wellness Calendar for Employees, your month-by-month roadmap to building a financially confident and high-performing workforce in 2026. Each month is intentionally designed to build on the last, and March sits at a unique intersection: employees are actively thinking about their finances, deadlines are creating a sense of urgency, and the decisions they make right now can have a real impact on their financial health for the rest of the year. That makes this month the ideal time to lean in with targeted support.

If you haven't already, download the full 2026 Financial Wellness Calendar to follow along with each month's focus areas, strategic guidance, and flexible framework you can adapt to your workforce.

What March Is All About

In March, the focus is on:

• Providing timely, practical tax season guidance employees can actually use
• Strengthening understanding of pre-tax benefits like HSAs
• Building foundational financial literacy across your workforce

March Resources to Support Your Strategy

• Can I Withdraw Money from My Health Savings Account? Everything You Need to Know

HSAs are one of the most powerful, and most misunderstood, benefits available to employees. This resource helps employees navigate HSA rules, qualified expenses, and withdrawal strategies with confidence so they can make smart decisions and avoid costly mistakes during tax season.

• A Practical Guide for Employers: Building a Financially Literate Workforce

This guide helps HR and benefits teams build financial literacy programs that meet employees where they are, across income levels, life stages, and financial backgrounds, and drive lasting behavior change.

• Tax Time Savings & Financial Tips

This federal guidance helps employees use tax season not just to file, but to build. From reducing debt to growing savings, it gives employees a practical framework for turning a refund or financial review into a real step forward. 

How This Fits Into the Bigger Picture

March builds directly on the groundwork laid in January and February. You have assessed your program, understood your employees' stress points, and now you have a timely, high-attention moment to deliver real value. Tax season doesn't have to be a source of stress for your employees, with the right support, it can be one of the most financially empowering moments of their year.

Download the full Financial Wellness Calendar to plan your year with confidence.