Financial & Security
Maintaining financial and personal security are important factors in maximizing health and wellness. Advance your well-being in these areas:
1. Educate yourself
Learn more about investing at a Money at Work: Foundations of Investing session on Tuesday, Aug. 13, and Wednesday, Aug. 14, in GEB 233.
2. Make your finances work for you
Regularly review your financial statements. Learn
to review your personal budget, bank statement,
retirement statement, pay stub or other financial disclosures to increase your financial literacy.
3. Get advice
Meet with one of our financial advisers or another financial representative of your choosing. Schedule a confidential meeting with TIAA-CREF or Two West Consultations to discuss your retirement account:
TIAA-CREF Scheduling 800-732-8353
Two West 913-647-8376; email@example.com
The consultation will provide you with a personalized and actionable plan based on your goals, time horizon and individual risk tolerance. Good questions to ask your financial adviser include:
• Are my investments properly allocated?
• Am I on track to meet my retirement goals?
• Am I saving enough?
• Is Roth right for me?
• How can I reduce my personal debt?
• What do I do with my rollovers?