With the holiday hustle over, you might have moved on to new year’s resolutions. If your 2025 aspirations are money-related, Fidelity Investments and TIAA can help make this year your most financially sound ever.
Learning by Livestream – and More
Fidelity and TIAA are U-M’s trusted financial partners in administering the university’s Retirement Savings Plans. In addition to managing these funds, both offer vast educational tools to help you get more knowledgeable about money matters.
Fidelity Focuses on New Options
Fidelity's theme for January is "new options" to improve your money know-how. It offers live webinars, a bi-weekly podcast and a YouTube channel chock-full of free resources to help you optimize your finances, whatever your stage of life. The following are a few events offered in January:
Money Unscripted Podcast
Tuesday, Jan. 21 – 8 a.m.
From paying for college to planning for retirement, Fidelity’s Money Unscripted podcast looks at the personal side of finance – jargon- and judgment-free. Learn how you can do more for your family and future. Watch on YouTube or listen on Spotify, Apple Podcasts, Audible or Pandora.
Insights Live: Ask Fidelity Anything on Getting Your Financial House in Order
Wednesday, Jan. 22 – 2-2:45 p.m.
Fidelity’s wealth management team will answer your questions about the following topics:
- Choosing short-, medium- and long-term financial goals
- Planning for unexpected events like job loss or market volatility
- Strategizing for income and estate planning
View Fidelity’s public resources at fidelityevents.com/allevents/special.
New Year, New TIAA Tools
TIAA launched several new information streams in 2024 that can help you build confidence in your financial skills, including a YouTube channel, a “Leadership Journeys” podcast on Apple Podcasts and Spotify, and a variety of educational snippets that offer expertise about cyber security, retirement equity, health care in retirement, investing with confidence, and more.
In addition, TIAA’s trove of on-demand webinars allows you to learn how you want to, when you want to, without missing a beat.
To search for events of your interest, view TIAA’s 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.
