SUNY Benefits

Financial Education & Planning Tools

Financial Education and Planning Tools 

Here are some tools and resources from our Investment Providers and other sources to help you with financial education and planning.

Financial Planning Tools and Calculators:

Enter your personal information into these planning tools and calculators to receive guidance for meeting your financial goals. Actions include getting started, accumulating wealth, preparing to retire, saving for college, life's financial events and managing your money.

• TIAA-CREF Planning Tools & Calculators
  
  
• ING Financial Calculators
  
  
• ING Financial Planning Library 
  
  
• ING's My Retirement Outlook tool
   
  
• MetLife Retirement Toolbox
  
  
• VALIC Tools That You Can Use 
  
  
• Fidelity Calculators & Planning Tools
  
  
• Your Money New York - Financial knowledge and education from the State Comptroller
  
  
• Financial Planning Calculators - MyMoney.gov
  
  
• Life Events Financial Planning  - MyMoney.gov
  
  
• Financial Planning Resources for Women - MyMoney.gov
  
  
• Financial Planning Resources for Retirees - MyMoney.gov
  
  
• Budgeting Worksheets - MyMoney.gov
  
  
• Consumer Tips - NFCC
  
  
• Financial Planning Calculators - NFCC
  
  
• Personal Monthly Budget Worksheet - NFCC
  
  
• Financial Planning Calculators - WalletPop.com
  
  
• Financial Planning Calculators - BankRate.com
  
  
• Financial Planning Calculators - Indexed Annuity Insights.com
  
  
• Campare Bank Interest Rates - BankRate.com
  
  
• Identity Theft & Fraud - FDIC
  
  
• Identity Theft Resources - IDTheft.gov
  
  
• Credit Card Payoff Calculators - CardHub.com

Consumer Credit Information and Services

Learn about credit, credit reports, fraud prevention, and repairing your credit.

• CreditScore.net
  
  
• Consumer Credit Counseling Services
  
  
• Credit Estimator

Financial Education Programs Online

Listen to or watch the many financial education webinars, podcasts, or videos available. Choose from a variety of topics based on your interests and personal circumstances.

• TIAA-CREF Financial Education Web Seminars
  
  
• Fidelity (Fidelity login required)
  
  
• MetLife
  
  
• ING Seminar Library
  
  
• VALIC Videos
  
  
• Financial Planning Audio Podcasts - FDIC
  
  
  
  

Information Libraries

Read about vital information on many financial topics, from the vendors' information library, to assist you with planning for your future.

• TIAA-CREF Learning Center
  
  
• Fidelity Viewpoints
  
  
• ING Special Reports
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• MetLife Life Advice
  
  
• VALIC Financial Planning
  
  
• United States Department of Labor - employment and financial questions and programs
  
  
• U.S. Social Security Administration - guide to Social Security and Medicare