Financial Wellness

Financial Wellness

In today's fast-paced world, people face financial concerns that impact their present and future. These can extend beyond just worrying about having enough saved for retirement to include paying down debt, planning for college, purchasing a home, or covering unexpected expenses.

The Consumer Financial Protection Bureau (CFPB) defines financial wellness as having both financial security and the freedom to make choices—both now and in the future. Specifically, having financial well-being is when you:

  • Have control over your day-to-day, month-to-month finances.
  • Have the capacity to absorb financial shock.
  • Are on track to meet your financial goals.
  • Have the financial freedom to make the choices that allow you to enjoy life.

Learn about the range of educational resources and tools available to you as an IU employee below.

Road to Financial Wellness Series

IU Road to Financial Wellness text on green background

These expert-led webinars will provide you with practical tips and tools for improving your financial well-being. They are open to all ages and career stages, covering topics such as goal setting, becoming a better healthcare consumer, retirement savings strategies, debt management, college funding, and maximizing IU benefits. 

Register for Road to Financial Wellness webinars

Road to Retirement Webinar Series

IU Road to Retirement logo

Unsure of how to plan for retirement—or where to even begin? Road to Retirement takes out the guesswork. Join our expert-led sessions to get clear, step-by-step guidance tailored to IU’s procedures, retirement benefits, and timelines. Whether retirement is around the corner or still years away, you’ll walk away feeling informed, confident, and ready for what’s next. 

Register for Road to Retirement webinars

Vendor Workshops

IU's retirement plan vendors, Fidelity and PERF, offer ongoing virtual workshops on topics related to finances and retirement. Watch your email inbox for upcoming events or explore Fidelity's web workshops and PERF's benefits workshops.

Fidelity Toolkits & Virtual Communities

Financial Wellness Hub

Log in to Fidelity's Financial Wellness hub to set goals that matter to you, find resources to help you manage your money, take an interactive financial wellness checkup, and more.

Smart Money

With a weekly newsletter, articles, and live virtual events, Fidelity Smart Money breaks down what the news means for your money and gives you simple tips to help you spend, save, and invest smarter.

Women Talk Money

Join a community for real talk and helpful tips about money, investing, and more. You'll gain access to exclusive events, discussions with financial professionals who understand how planning is different for women, how-to guides, and more.