Prosperous You

Prosperous You: Working Together for Financial Wellness

Wellesley College offers several financial wellness resources through our Prosperous You program.

 

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Onsite Seminars

Market Volatility – Presented by Drew Krepelka, from TIAA’s investment strategy team

How smart investors ride out market volatility.  What’s the best way to handle market ups and downs? This seminar offers best practices and actionable steps to help investors steer through stormy markets to help stay on the path to financial security. It will cover topics such as how rising interest rates impact the various asset classes.

Date: Wednesday, November 6, 2019  
Time: 12:45 p.m.   
Location: Library Lecture Room

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The Starting Line: Beginning to save for retirement – Presented by Tammy Kayata from TIAA

There's no time like the present to save for the future. Sometimes it's hard to think about retirement when you're just starting out in your career. The truth is, that's when thinking ahead can do the most good! It all starts with some pratical knowledge. TIAA's workshop leader will help you get ahead of your retirement saving with some tools and information you can use right now:

  • Learn the real effect of time on money thanks to compounding and dollar coast averaging
  • Understand debt and how to manage it
  • See how budgeting can find money and help you save it

Date: Wednesday, January 29, 2020  
Time: 12:45 p.m.  
Location: Library Lecture Room

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Gaining Insight - Presented by Tammy Kayata from TIAA

Let us explain how to manage debt more effectively and how debt consolidation works. We will also demystify obtaining a mortgage with an overview of each step, plus how to find the right loan from a credible lender. TIAA's workshop leader will help you: 

  • Understand debt and how to manage it
  • Identify how debt consolidation could work for you
  • Overview of the mortgage process
  • Acquire insight on the entire lending process

Date: Wednesday, February 12, 2020
Time: 12:45 p.m.  
Location: Library Lecture Room

Sign Up

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Financial Planning and Investment Resources 

TIAA has easy-to-use online resources to help you develop an investment strategy and/or individualized counseling with a TIAA representative.

One-on-one independent, certified financial planners (CFPs) can meet with you on campus and assist you with general financial, investment and retirement planning.

  • Call Ext. 2212 or 2215 to make an appointment.
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TIAA Resources

TIAA Bank - Special Offers

  • Faculty and administrative employees now have access to exclusive discounts, borrowing products and privileges. Click here or call 1-844-248-2360. 
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Health Benefits and Resources

Continued medical and dental coverage is available to age 65 if you meet certain eligibility requirements.

  • The Health Advocate program can assist you with health care and insurance-related questions.
  • The Employee Assistance Program offers confidential counseling, advice and referrals related to stress, financial and legal issues.
  • Take a look at this Life Event Summary called Thinking About Retirement, which consolidates various health benefits and resources that the College offers. 

More Resources to Help You Navigate Health Insurance

  • Consumer Reports Health Insurance: learn how to pick your best plan and navigate the enrollment process
  • Get Help with a Medical Bill: information on where to turn in your state if you're having a problem with a medical bill
  • GetCoveredAmerica.org: nonprofit campaign under Enroll America that provides support to consumers in all 50 states by partnering with local agencies and consumer service organizations to provide information and guidance on the enrollment process and applying for financial assistance
  • HealthCare.gov: federally supported website that directs consumers to health insurance marketplace in their state and provides enrollment deadlines and coverage options
  • Medicare.gov: the government's official website for Medicare that offers lots of useful, accessible information. Talk with a representative at 800-633-4227.
  • MedicareRights.org: nonprofit organization that offers comprehensive advice and individual counseling. Call 800-333-4114.
  • Shiptacenter.org: website for the State Health Insurance Assistance Programs, federally funded programs that help Medicare beneficiaries with plan choices, billing problems, and more.

 

 

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Special Topic TIAA Webinars  

Sign-Up Here: http://tiaa.org/webinars

  • Market-proof your retirement*

    In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA).**

    Date: Thursday, September 12  Time: 3 pm

  • Special Topic: Market-proof your retirement*

    In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA).**

    Date: Wednesday, October 16 Time: 3 pm

  • Planning for retirement—The why, what and how

    This webinar will discuss the challenges and risks people face in retirement, and how good planning can address them.

    Date: Thursday, October 31 Time: 3 pm

     

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Metro Credit Union

  • Metro Credit Union: Open an account, obtain a loan or take out a mortgage through the Metro Credit Union. To learn about their services, go to https://www.metrocu.org or call 1-877-696-3876.