Wellness@Work: Financial Wellness

Financial wellness is the ability to understand and live within your means. Employees who take advantage of personalized, objective advice and financial education can potentially increase their probabilities for a more secure retirement and income they can’t outlive. Advice and guidance can play a key role in improving retirement readiness, helping employees:

Become more educated about the options in their plan
Overcome inertia, take action and make informed decisions
Develop a customized strategy that considers their goals, investment horizon and risk tolerance
Keep financial planning a top-of-mind objective throughout their career

Tips

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Links

Retirement Calculator
TIAA

Meet with a TIAA Financial Advisor on campus for individual counseling sessions
Take the first step towards retirement readiness by meeting with a TIAA financial advisor. Patrick Beckford, our representative from TIAA, is regularly available for one-on-one meetings in the Student Center. For his schedule and to book an appointment online, go to www.tiaa.org/schedulenow or contact Kathy Murphy at 800-732-8353. Employees are encouraged to bring their spouse or significant other to the meeting.
Student loan forgiveness