Financial Well-being

Participating in a multi-session program to learn more about financial management will meet the participation guidelines for this incentive. 

Why is this Important?

Financial health is an important component of well-being. Research supports a link between financial savings and healthy lifestyle habits as well as an association between better health and less health care expense.  Taking an active role in managing finances is associated with less stress, increased feelings of security, and greater financial confidence.  Gallup studies have found that financial security has a more significant impact than does income alone on employee well-being.

Want to know more?


On-site Classes

Financial Wellness 101 

1.    How much should I be saving? (9/3)

  • Spending Habits
  • Retirement Savings
  • Other Savings

2.    Retirement Investments – Part 1 (9/10)

  • Risk
  • Stocks, Bond, Cash
  • Mutual Funds

3.    Retirement Investments – Part 2 (9/17)

  • Active versus Passive Management
  • Building a Portfolio
  • Target Date Retirement Funds

4.    Insurance:  Life and Disability (9/24)

5.    Insurance:  Property, Casualty, and Liability (10/1)

  • Protecting your Wealth
  • Avoid Over and Under-insurance
  • Personal Liability Insurance

6.    Your Credit Score (10/8)

7.    Buying or Leasing a Vehicle (10/15)

8.    Building a Budget (10/22)
 

Financial Wellness 101
Tuesdays at 5:30 PM
September 3 through October 22 
Crawford Hall Room 09A
Register Today!

Financial Wellness 201

Building on the foundations in Financial Wellness 101, this second eight week series offers insights into other areas of financial fitness like paying off debt and how social security works.

1.    Credit Card Essentials (9/4)

2.    How Social Security Works (9/11 - this class will be held in TVUC Student Org Center))

3.    Individual Tax Basics (9/18)

4.    Insurance:  Health Insurance Basics (9/25)

5.    Estate Planning Basics (10/2)

6.    Saving for College (10/9)

7.    Paying off Debt (10/16)

8.    Personal Financial Statements (10/23)
 

Financial Wellness 201
Wednesdays at Noon
September 4 through October 23 
TVUC Senior Classroom 
Register Now!!

Fiscally Fit

This class from our Vanguard and TIAA reps teaches CWRU faculty and staff how to better prep for life's financial challenges. Contact Mary Ann for details.

Look for a new series in the winter of 2020


Upcoming Finance Webinars

Our retirement partners at TIAA and Vanguard offer free webinars for all faculty and staff.

TIAA Webinars

To Register for TIAA webinars:

  1. Visit www.tiaa.org/webinars
  2. Under Guest Access click Register for Guest access
  3. Enter first name, last name, Email and a password of their choice
  4. You will be taken directly into the Live Webinar Lounge where you can register for the webinar and add it to their calendar

Vanguard Webinars

View a Vanguard webinar today!

Remember, these webinars are free to all faculty and staff, regardless of your retirement savings provider.

 

Upcoming Individual Counseling Sessions

Register for a one-on-one sessions with your rep. See 2019 dates for individual counseling with TIAA and Vanguard on the CWRU Benefits website.