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Financial Education & Planning Tools
Below are tools and resources from our Investment Providers and other sources to help you with financial education and planning.
Financial Planning Tools and Calculators
Use these planning tools and calculators to receive guidance for meeting your financial goals. These tools can help with financial planning across the board, including money management, accumulating wealth, preparing to retire, saving for college, and life's financial events.
- TIAA Planning Tools & Calculators - calculators for budgeting, retirement saving, etc.
- Voya Financial Planning Calculators - calculate for college and retirement savings and more
- Voya Planning and Advice - articles about saving for retirement and other life goals
- Fidelity Calculators & Planning Tools - savings & spending checkup, a college savings calculator, a retirement score calculator, an overall money management tool and more
- Corebridge Financial (formerly AIG Retirement Services) - articles, tools, and calculators to help you meet financial goals and prepare for your retirement
- Lifetime Income Calculator (U.S. DOL) - annuity calculator for savings, gains/losses, etc.
- MissionSquare Retirement Security Builder - estimate what you need for retirement
- Credit Loan - tools to balance budget, loans, and analyze credit cards
- Fixed Indexed Annuity Insights - calculators for risk tolerance, retirement savings, etc.
- 360 Degrees of Financial Literacy - tools to budget money, manage debt, and plan for life events
- Money Geek - calculators for cost-of-living and more, and information about credit cards, mortgages, student loans, and financing
- Key Bank Financial Wellness - resources for budgeting, financial goals, paying down debt, emergency savings calculator, etc.
- Money Tips - ratings and details on credit cards, their rewards systems, interest rates, etc.
- Good Calculators - a hub of calculators for budgeting, debt repayment, taxes, and more.
Consumer Credit Information and Services
Learn about credit, credit reports, fraud prevention, and repairing your credit.
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 On-Demand Financial Essentials Webinars (click TIAA-CREF Financial Essentials Webinars to view a flyer) - webinars focused towards spending, investing, and women
- Fidelity Webcast Hub - videos on a wide variety of finance-related topics
- Voya Seminar Library - video seminars on investing, retirement saving, and financial literacy
- Corebridge Financial (formerly AIG Retirement Services) Webinar Schedule - register for webinars on retirement planning & strategies, Social Security, and more
- FDIC Financial Planning Audio Podcasts - the basics about banking and budgeting
- Financial Education (NFCC) - online education about money management, credit, insurance, housing, bankruptcy, and retirement
Information Libraries
Read about vital information on many financial topics, from the vendors' information library, to assist you with planning for your future.
For further information and/or assistance, please contact the Benefits Office at your State-Operated or Community College campus.
