Go Save: Financial Wellness at USF


Go Save Programming: March 1-31

What Is Financial Wellness? 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.

Resources to Assist in Becoming Financially Healthy

  1. Set up an in-person 1:1 appointment with our TIAA financial consultant on March 21 in UC 505. You may also set up a virtual appointment at another time that's convenient for you. Register here.
  2. Attend the TIAA webinars on 529 College Savings Planning, Social Security Benefits Planning, and Common Estate Planning Considerations. Register here.
  3. Review Provident Credit Union financial wellness center which contains tools, articles, calculators, and services to boost your banking skills.
  4. Call Concern EAP for Financial Services Support and learn about Planning for Retirement.
  5. Learn how to change your contributions to your 403(b) contribution.
  6. Take advantage of the financial advisor reimbursement benefit.
  7. For additional retirement questions, contact Ron Chin, Retirement Plan Manager.

Upcoming Webinars

Date Time Topic Registration
Tues. March 5 12-1 pm Thriving in Challenging Economic Times Recording
Tues. March 12 12-1 pm 529 College Savings Planning Register
Tues March 19 12-1 pm Social Security Benefits Planning Register
Wed March 27 12-1 pm Common Estate Planning Considerations Register

RSVP for TIAA Online Webinars

Find a complete list of TIAA's live March webinars here.

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 or contact Ron Chin, Retirement Plan Manager.