Is it Time for a Retirement Check-in?

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When was the last time you had a one-on-one discussion about your retirement savings plans?

If it’s been longer than six months, you’re due for a briefing. Experts suggest that you review your investments regularly to ensure they’re performing as planned. It’s especially important to check in with a reputable adviser; they'll evaluate whether your short-term transactions are properly contributing to your long-term goals.

Several free resources are available through TIAA and Fidelity, U-M’s longtime partners in administering its retirement savings plans. They can help you strengthen your retirement savings; build better money awareness; safeguard your assets; and plan for emergencies.

Learn by Livestream

Fidelity and TIAA offer several webinars and workshops that can build your financial IQ. If you can’t watch the live event, catch it on-demand later. All programs are listed in Eastern Standard Time (EST).

Fidelity

  • Mindful Investing
    Learn how your internal preferences regarding risk, loss, confidence and time may affect your investing decisions.
    Wednesday, May 3 – 2 p.m.
    Register here

  • There’s More Than One Way to Save for Retirement
    Boost your savings for future-you through your workplace or on your own.
    Wednesday, May 10 – 2 p.m.
    Register here

  • How to Save For Your Child’s Education With a 529 Plan
    Learn how a 529 savings plan can help pay for your child’s higher education.
    Tuesday, May 23 – noon
    Register here

Browse Fidelity’s May webinars to find more events that suit your needs and interests.

TIAA

  • Paycheck For Life
    Learn how creating a diversified income plan can help reduce the risk you may face in retirement – and ensure your income never runs out.
    Wednesday, May 10 – noon
    Register here

  • Attention to Detail: Financial Finishing Touches For Women
    Are you ready to retire? How do you know when you’ve saved enough? What financial plans do you need after you retire? These questions, and more, will be answered.
    Thursday, May 11 – noon
    Register here

  • Write Your Next Chapter: 5 Steps to Setting Your Retirement
    Deciding when the time is right to retire includes estimating expenses, closing income gaps and understanding key milestones that can impact your finances. Answer these questions and more.
    Wednesday, May 17 – noon
    Register here

Want to watch more? View TIAA’s Webinar Lounge to find a variety of financial topics.

Find Your Footing with MHealthy

MHealthy is a great resource to boost your financial know-how. Get strategies to improve your credit score; put away funds for emergencies; and save for college, a car, a new family member, and more. If you are experiencing financial hardship, resource coaches offer one-on-one assistance and help with connecting you to the right resources.

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