University of Vermont

Human Resource Services and Operations

Financial Planning Resources

Financial Planning Resources

On this page we have gathered links to videos, webinars, and podcasts that are available to educate faculty and staff on planning for a secure retirement.

Educational Resources from TIAA-CREF

  • Social Security and Retirement
    When it comes to preparing for retirement, deciding when to claim Social Security retirement benefits is one of the biggest decisions you'll make. Workers can elect to begin receiving their benefits as soon as age 62, but there may be financial advantages to waiting until "full retirement age"—the age when they receive full benefits.
  • Retirement Advisor
    Use the TIAA-CREF Retirement Advisor to answer your most important retirement questions and find out how to reach your goals.
  • Retirement Income Planner
    The Retirement Income Planner creates hypothetical scenarios, showing you how much income you might expect once you leave full-time employment. It's best to use the income planner when you are close to retirement.
  • Financial Education Web Seminars
    These financial education webinars provide a convenient alternative for those who cannot or do not want to attend a live seminar.

Educational Resources from Fidelity Investments

  • Getting on the Right Path with Your Workplace Savings
    Getting on the Right Path is designed to educate you on the benefits of setting money aside in your workplace savings plan, the importance of establishing a budget, and the benefits of making even a small contribution.
  • Building a Portfolio for Any Weather
    Building a Portfolio discusses how to determine an appropriate asset allocation, diversify your workplace savings plan and rebalance your account. (Neither diversification nor asset allocation ensures a profit or guarantees against loss.)
  • Debt Management and Budgeting
    Debt Management focuses on helping you to recognize the importance of managing debt. It provides steps for maintaining financial health in order to help you reach your future financial goals.
  • Designing Your Financial Roadmap
    Financial Roadmap is designed to teach you how to create a financial plan and how to save for other long and short-term goals you may have in addition to retirement.
  • Wise Choices for your Old Workplace Savings Plan
    Wise Choices is designed to help you understand your distribution options and the benefits of account consolidation.
  • Allocating Your Workplace Savings
    Allocating Your Savings aims to help you understand the role of asset allocation when choosing investments for your workplace savings plan.
  • Evaluating Your Investment Options
    Evaluating Your Investment Options is designed to help you understand the importance of monitoring performance and evaluating investment options to ensure that they meet expectations.

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Last modified October 22 2013 03:47 PM