Financial Well-Being Planning Resources:
Thriving Together at Mason.
Financial well-being is an important component of one's overall well-being.
An August 2015 NBC story reported that a survey released by Bankrate.com "found that 56% of people aged 18 to 29 have put off major life events like getting married, purchasing a car or home, or saving for retirement, because of student debt. Older people were not immune to the ills of student debt either. Forty-five percent of those 30 and older said educational loans hampered their financial life, according to the survey of 1000 people in July."
As part of Mason's Well-Being University initiative and to help faculty and staff at Mason have easy access to financial information and resources, HR & Payroll has teamed up with Mason's financial services providers, TIAA, Fidelity Investments, ICMA-RC and Apple Federal Credit Union as well as others with expertise to share to bring seminars and resources to campus and online. The goal is to provide opportunities for Mason faculty and staff to increase their financial knowledge and prepare for life's expected and unexpected events.
To assist you, sessions are grouped by topic and by date below. Additionally, there is an online section for those who would like to pursue sessions on their own timetable. Please continue to check back as we will be adding more sessions to the line up.
For information on Mason's Well-Being University initiative, please visit http://wbu.gmu.edu. If you have questions or suggestions about financial well-being resources, please contact the Life/Work Connections Team at firstname.lastname@example.org.
|Retirement Vendor Education Sites||Fidelity Investments
Pre-Log In Site: Here you can find resources for your particular stage of saving -- just starting, already enrolled, or nearing retirement. You can learn about the various plan options offered by Fidelity and sign up for an individualized counseling session. Additionally, you can find:
Pre-Log In Site: Here you can access your account information, sign up for an individualized counseling session, learn about the various plan options, as well as find a range of helpful tools, calculators and other resources including:
TIAA's Virtual Environment online learning portal with in-depth financial education, self-paced seminars, and live webinars.
ICMA-RC (457 Deferred Compensation Plan)
|Tools & Calculators||
Browse tools & calculators by topic:
Browse all their tools & calculators by topic:
The New York Times 1% More Savings Calculator