Learning how to successfully manage your personal finances can help you absorb a financial shock, meet your financial goals, and have the freedom to make wise choices so that you can enjoy life. Through sensible budgeting and living within your means, you can improve your financial wellness and reduce finance-related stress.
UA’s Financial Wellness Benefits
- Retirement Plans
- Educational Benefit and Student Loan Assistance
- Flexible Spending Accounts and Health Savings Accounts
TIAA Financial Counseling and Webinars
TIAA provides University employees with free, on-campus individual counseling sessions with a financial advisor. The sessions are held in the HR Administration Building, Conference Room 1019, 1670 Ruby Tyler Parkway. Employees can ask about investment options and strategies, retirement planning, or other investment matters. To schedule an appointment, call 1-800-732-8353 or register online. Virtual and in-person appointments are available each month www.tiaa.org
TIAA offers live and on-demand webinars covering a variety of financial topics to help keep your financial goals on track. Visit tiaa.org/webinars to register or watch past presentations on demand.
Savi Student Debt Solution
Through The University of Alabama’s partnership with TIAA, employees and their family members now have access to Savi, a student debt solution that can help strengthen financial footing in the short term and position for student loan forgiveness in the future. Additional information is available in HR News. Visit https://www.tiaa.org/uasystem/student to calculate savings and get started! TIAA will redirect to Savi’s microsite to register and use the online tool.
Sageview Advisory Group
Sageview Advisory Group serves as the investment advisory group for the University of Alabama System voluntary retirement plans. As part of their service, they also offer a wide variety of financial education for employees through videos, flyers and webinars.
Financial Wellness Online Courses
UA offers a variety of courses through LinkedIn Learning on a variety of financial topics including budgeting, estate planning, investing, retirement income streams, Public Service Loan Forgiveness, etc. View the many courses available through the University’s Learning Management System
Additional Resources
Financial Well-Being Quiz – Answer 10 questions to measure your current financial well-being and learn about steps you can take to improve it through better day-to-day money management and getting on track for your financial future.
Mymoney.gov offers resources to make the most of your money with the five building blocks to managing and growing your money: Earn, Spend, Protect, Save & Invest, and Borrow.