Financial Wellness

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Financial wellness is a term used to describe the state of one's personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of your income you are spending on fixed or non-discretionary expenses.


Financial Wellness Reflection

  • Have I set financial goals for this year? For the next 5 years?
  • Do I use my finances to support activities that give meaning to my life or the lives of others?
  • How can I better examine my priorities and goals when it comes to my spending & saving habits?
  • What have I spent money on recently? Were these purchases necessary?
  • Do the finances I have match my needs?

Resources to Assist in Becoming Financially Healthy

  1. In March, find current programming here.
  2. Set up a complimentary virtual 1:1 appointment with Joanie Cheung, our designated TIAA financial consultant. Register here.
  3. Join our live webinar hosted by Joanie Cheung to answer any of your financial questions  Register here.
  4. Check out the financial wellness center provided by Provident Credit Union.
  5. Review these step by step instructions on how to change your 403(b) contribution.
  6. With tax season upon us, a friendly reminder that you can be reimbursed up to $200 as part of our financial advisor reimbursement. You can request reimbursement by completing this form.
  7. Review Concern EAP's "Busting the Budget Blues," tips.
  8. For additional retirement related questions, please contact Ron Chin.

RSVP for TIAA Online Webinars

For more information about USF's retirement and financial planning, or to make changes to your 403(b) elections, please visit HR's retirement web page.