Great retirements start with good financial wellness.


Being financially well means that you're in control of your finances and prepared for the future. 
Here are some resources that can help you get—or stay—financially well.

 

 

Back to the basics

Our video series on financial wellness helps you get back to the basics in order to move forward on your retirement journey.

Section for Title, Description and Transcript

Learn the ropes

Financial Wellness

Don't put your future on hold to pay for today. Follow the steps in this checklist to a healthy financial future. 

Emergency Savings

Having an emergency fund is key for life's little emergencies. Check out these guidelines for creating yours.

Debt Management

Keep debt from owning your future. Tackle it one step at a time with these helpful tips. 

Simple steps you can take now.

Create a budget

Taking control of your day-to-day budget
can allow you to focus on the long term.

Build your emergency savings

Build an emergency fund between
$1,000–$5,000 to cover unexpected expenses.

Manage your debt

Eliminating high-interest credit card debt
frees up money to save each month.

Save for retirement

Gradually increase your retirement savings to
a suggested goal of 15% of your annual pay.

Have questions? We can help.

Call and talk with a representative,
or chat with a representative online.

Visit the Student Loan Center

Access resources and calculators to help consolidate or pay off student loan debt.

Check out our Financial Wellness resources

Create a budget, calculate your net worth,
and make a plan to conquer debt.

Important Information

This material is provided for general and educational purposes only and not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types; it is not individualized to the needs of any specific investor and not intended to suggest any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. Any tax-related discussion contained in this material, including any attachments/links, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or tax professional regarding any legal or tax issues raised in this material.

202306-2975399