Many Americans are anxious about their financial situation, not only about having enough funds for retirement years, but also about current issues like paying down debt, planning for their children’s college education, dealing with unexpected bills, and more. When under financial stress you can experience fear and uncertainty, and be distracted from work and personal obligations. Money management training and tools can help you better live within your means, understand savings options, avoid financial pitfalls, and live a more positive and stress-free life.
UVA cares about your financial wellness and offers several resources to help you manage your finances:
- Financial Pop-up Classes: The Virginia Credit Union offers free on-site financial seminars on topics like Managing Your Money, Planning and Investing, Home Buying/Home Ownership, Credit, and College Funding. Each seminar lasts about one hour. View the full list of options. Email firstname.lastname@example.org to sign up your group for a session.
- UVA Financial Counseling: Schedule a 30-minute session with a financial counselor through the UVA Faculty and Employee Assistance Program (FEAP). Consultation topics include Budgeting Techniques, Credit after Bankruptcy, Debt Counseling, Divorce Planning, Insurance Buying Strategies, Medicaid and Medicare, Mortgages, Social Security Benefits, Tax Issues, and more.
- Tools from UVA Community Credit Union: Browse the Credit Union’s financial education resources, which includes online calculators, buying guides, retirement planning tools, and free financial seminars.
You can also browse valuable resources and webinars from TIAA, Fidelity, ICMA-RC, and other financial institutions who are approved UVA vendors.
Additional Resources for Financial Wellness
Browse these helpful financial tools and resources.
Fidelity (ORP, MCRP, 403(b), and Cash Match)
- Fidelity Calculators and Tools
- UVA Fidelity Retirement Options
- Fidelity Brokeragelink® - View this workshop to learn if a Brokeragelink® account may be right for you
- Meet with a Fidelity Financial Consultant
TIAA (ORP, MCRP, 403(b), and Cash Match)
- TIAA Calculators and Tools
- TIAA Advice and Guidance Tool
- Starting Your Financial Future
- Your Fiscal Fitness Review
- Strategies for Staying on Track Throughout Your Retirement
- Meet with a TIAA Financial Consultant
ICMA-RC (VRS Hybrid Retirement and 457 Deferred Compensation Plan)
- ICMA-RC Calculators and Tools
- Virginia Retirement System (VRS) Member Calculator
- Social Security Retirement Benefits Calculator
- Meet with a ICMA-RC Financial Consultant
Is It Time For a Money Checkup?
Whether you’re navigating your first financial experiences, managing day-to-day expenses, or seeking to maintain your lifestyle, the right decisions will put you on a path to being financially fit.
This interactive tool guides you in determining where you stand financially
In 10 minutes or less, see where to improve and clear steps to help you make the most of your money
Getting Started Financially
If you’ve recently graduated, gotten married, bought a home, or just started paying off education loans, you’ll benefit from these tips.
Connect with Other Women on Financial Topics
- Online financial community for peer-to-peer discussions and sharing of expert insights
- Advice on paying for college, investing wisely, and planning for eventual retirement
- Ask the Experts section from noted authors
- Live events featuring financial experts
Budgeting, managing debt, reducing health care costs, understanding Social Security—this website helps you build a solid financial foundation.
College Savings Calculator
Are you on track to meet your college savings goal?
Student Debt Tool
Student debt is one of the biggest financial burdens of today. Now there’s help! The new Student Debt Tool is an interactive experience that helps employees better manage their student debt.
See if there is a better way to pay off student loans: watch this VIDEO by Fidelity.
Financial ideas and insights for life, saving and investing, managing debt, sorting out family finances, and planning for retirement.
- VRS Financial Literacy: Banking, Credit, Taxes, Investments, Financial Planning, and Home Finance
- TIAA Financial Essentials: Spending Within Your Means, Saving for Life’s Milestones, Planning for Today and Tomorrow, Investing in Your Future, and Living in Retirement
- Debt Management and Budgeting: Manageable strategies, tools, and tips to get a handle on your spending and debt
- Your College Planning Choices: How to start saving now for a child’s college education
- Deciding What to Do with Your Workplace Savings: What to consider during a job transition and your distribution options for your workplace savings
- Employee Benefits Security Administration (EBSA) - Setting Financial Goals: Helps you set goals, both short-term and long-term, and think about how to accomplish them
- EBSA - Budgeting: Organize your financial documents, set up a budget, and track your progress
- EBSA - Determining a Target Retirement Saving Rate: Determine what percentage of your current annual salary you should be saving for a secure retirement
- EBSA - Debt Management: Finish the series by learning strategies to manage debt
- Social Security: Your Questions Answered (Recorded webinar): Insights on maximizing Social Security benefits, the importance of Social Security in building a Retirement Income plan and demonstration of useful tools and applications
- Debt: The Good, The Bad, & The Ugly (Recorded webinar): 6 things everyone should know about debt, answers to the top 5 questions about credit cards, student loans, and mortgages and smart ways to use debt to build your investments
- Medicare: Your Questions Answered (Recorded webinar): A breakdown of Medicare basics, answers to questions about eligibility, types, costs, when and how to sign up, and how planning for healthcare expenses is a key consideration with any retirement plan