Financial Wellness

How to Make a Budget

Use this worksheet to see how much money you spend this month and how to help plan for next month's budget.

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.

WEX

My HSA Planner: The perfect tool

Saving. Long-term planning. Investing. HSAs can support a variety of goals. My HSA Planner is an interactive, personalized tool for participants to get the most from their HSA by simply answering a few questions. 

It's the perfect tool for planning.

TIAA Resources 

Register now for TIAA’s live webinars

 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.

 Retire U 

Next Level Planning & Wealth Management offer a variety of webinars on retirement planning. Upcoming classes will be posted here, and you can also check out pre-recorded webinars from Retire U.