Are you avoiding your retirement account right now? With the uncertainty of the worldwide financial environment, it's understandable if you are. 

TIAA, one of U-M's longtime partners in administering its retirement savings plans, knows the feeling. To help you navigate the financial turbulence, TIAA's "Financial Essentials" primer offers sound money tips to help even out the bumpy road.  

This free, on-demand tool provides valuable information about tariffs, emergency funds and money safeguards outside of traditional financial markets. "Financial Essentials" is brief and to-the-point so you can learn at your convenience. 

TIAA and Fidelity Investments also offer a range of educational videos on YouTube, as well as podcasts on Apple Podcasts, Spotify, Audible and additional channels. 

Learn by Livestream

Fidelity and TIAA offer live and on-demand events each month so you can learn more about topics of your interest. These events are free and take place on Eastern Time.

Fidelity

Fidelity Viewpoints: Market Sense Midyear Outlook
Tuesday, June 3; 2-2:45 p.m.

Prepare for the second half of 2025 during this midyear outlook conversation with Fidelity leaders. How can you protect your money? Are there opportunities in this climate? Where are the greatest risks? Fidelity will drill down on these questions. 

Women Talk Money: What Does it Mean to Have Your Money Managed? 
Wednesday, June 11; 2-2:45 p.m.

During this webinar, you'll go behind the scenes to take a deeper look at how money can be professionally managed. Topics include account types, how investments are chosen and maintained, and how to evaluate your account’s performance.

Insights Live: Creating a Fulfilling Retirement
Thursday, June 12; noon-12:30 p.m.

Panelists will discuss a holistic approach to balancing money, relationships and lifestyle choices to help create a fulfilling retirement. Topics will include:

• Preparing mentally and emotionally for retirement
• How you and your partner can create a shared vision for your retirement 
• Choosing where to live, managing spending and the importance of social engagement
• The three stages of retirement and financial implications
• Building a financial plan to help you achieve a satisfying or early retirement

View Fidelity’s public resources at fidelityevents.com/allevents/special.

TIAA

TIAA offers a curated library of on-demand webinars that address three main subjects: 

• Save for your goals
• Manage your finances
• Protect your future

To explore TIAA's webinar library and view events that interest you, go to the TIAA Webinar Lounge. 

Check In to Check Out

Events are great ways to increase your financial knowledge, but they can't replace personal connection with your TIAA or Fidelity retirement specialist. You can meet with a strategist virtually, by phone or in person for optimal convenience. Evolving technology allows them to screen-share so you can see your account information in real-time.  

To schedule your one-on-one appointment:

• Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight. Fidelity offers appointments exclusively for U-M employees every Tuesday from 8:30 a.m. to 5 p.m.
• Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m.

Help at MHealthy

MHealthy also offers several resources to assist faculty and staff with improving their financial well-being. These include education programs and resources, coaches, and immediate assistance for those who need help now.