Financial Wellness

Retire U 

Marquette University offers a FREE, four-part financial wellness workshop provided by Next Level Planning & Wealth Management. The Freshman series is provided for employees under the age of 50, and the Sophomore series is offered for employees over the age of 50. Upcoming classes will be posted here, and you can also check out the Retire U website.

TIAA

Marquette University offers a 403(b) retirement plan through TIAA. To learn more about this as well as information on the FREE individual counseling sessions available to you with a TIAA financial consultant, please see the benefits webpage.

Virgin Pulse

Virgin Pulse offers a series of Journeys that you can participate in to help with your financial wellness.

Login to the wellness portal to participate and earn points.

  • Plan Well for a Well Child
  • Shrink Your Debt
  • Smart Health Shopping
  • Start Now, Retire Happy
  • Stash Some Cash
  • Your Meds: Find Ways to Save

TIAA Resources 

Register now for TIAA’s live webinars


 

How to Make a Budget

Think of How to Make a Budget as the heads-up you need to stay on top of bills and expenses – a budget, done 3 ways.


Retirement Budget Worksheet

Evaluate your expenses in retirement and create a budget.


 Three Tips to Get Started Financially

How to manage your personal finances now and prepare for the future at the same time.