Financial Well-Being

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.

Resources

UVA cares about your financial well-being and offers several resources to help you manage your finances.

Reward-Eligible Webinars

Attend a Hoos Well-sponsored live webinar and improve your “Financial Fitness.” UVA Health Plan participants can earn $25 in rewards for each completed webinar. Choose from a quarterly rotation of topics that includes all areas of spending, saving, planning and investing, living, and retiring.

Browse and register for a webinar
Financial Well-Being Journeys

Engage in reward-eligible educational modules in the Hoos Well portal, provided by Virgin Pulse. Topics include budgeting, boosting your money confidence, reaching your financial goals, shrinking debt, and preparing for financial emergencies.

Browse financial well-being Journeys in the Hoos Well portal
Assistance Through FEAP

Consultants with UVA Faculty and Employee Assistance Program (FEAP) are available to provide initial assessment and referral to resources related to financial concerns. Contact FEAP or schedule an appointment to learn more.

Schedule a financial counseling session
Employee Community Resources Service

The Employee Community Resource Service helps members of the UVA community connect with local organizations who can assist with basic needs such as housing, clothing, utilities, and food, as well as assistance with personal budgeting and finance strategies. Many organizations are available to assist with financial situations including money management counseling, developing a personal budget, debt reduction, free tax return preparation, and more.

Learn more
Live Health Coaching

Participants in the UVA and UPG Health Plans have unlimited access certified Health Coaches, who can work with you 1:1 by phone to help you understand the results of your health assessment, establish personalized well-being goals, and develop a strategy to achieve them. Experienced Virgin Pulse Health Coaches can assist in addressing many topics, including money mindfulness and managing finances.

Learn About Live Health Coaching

Additional Resources for Financial Well-Being

Browse these helpful financial tools and resources.

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)
ICMA-RC (VRS Hybrid Retirement and 457 Deferred Compensation Plan)
General Guidance
- Debt, credit, and basic money management: from Intuit, which makes QuickBooks accounting software
- Finance training tutorials on LinkedIn
- Great resources for recent college graduates
- Financial and Retirement Planning Guide
Featured Tools
Tools from UVA Community Credit Union

The Credit Union offers free, one-hour, on-site financial seminars on topics like Managing Your Money, Planning and Investing, Home Buying/Home Ownership, Credit, and College Funding. Email hooswell@virginia.edu to sign up your group for a session. The Credit Union also offers online resources, including calculators, buying guides, and retirement planning tools.

Browse financial education resources

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
Money Checkup - Fidelity

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.

Personal Finance 101 - TIAA

Financial Basics

Budgeting, managing debt, reducing health care costs, understanding Social Security—this website helps you build a solid financial foundation.

Financial basics - Fidelity

College Savings Calculator

Are you on track to meet your college savings goal?

College Savings Calculator - Fidelity

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.

Student Debt - Fidelity

See if there is a better way to pay off student loans: watch this video by Fidelity.

Prudential Pathways

Financial ideas and insights for life, saving and investing, managing debt, sorting out family finances, and planning for retirement.

Financial basics - Prudential
Webinars
On-demand Webinars (not reward-eligible)
- VRS Financial Literacy: Banking, Credit, Taxes, Investments, Financial Planning, and Home Finance
- 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
- 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
- Fidelity Webcast Hub: Engaging conversations on a wide range of financial topics, available anytime. Watch past and present webinars on preparing for retirement, managing life, and saving and investing.
- Saving for Future Higher Education Expenses (Recorded webinar): Learn how to save for higher education expenses for your children, grandchildren, or yourself -- with Virginia529. You will learn how to save for tuition and other college costs (such as housing and textbooks), take advantage of tax-free earnings, and meet your savings goals.
Live Webinars

Financial Well-Being

Resources

Reward-Eligible Webinars

Financial Well-Being Journeys

Assistance Through FEAP

Employee Community Resources Service

Live Health Coaching

Additional Resources for Financial Well-Being

Resources

Featured Tools

Tools from UVA Community Credit Union

Is It Time For a Money Checkup?

Getting Started Financially

Financial Basics

College Savings Calculator

Student Debt Tool

Prudential Pathways

Webinars

On-demand Webinars (not reward-eligible)

Live Webinars