Financial Wellness

Financial Wellness

Having financial wellness means you:

  • Have control over your day-to-day and 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.

Whether you're paying off student loans, saving for a home, preparing for retirement, or simply trying to feel more confident about your finances, IU offers free tools, webinars, and resources to help you start wherever you are.

Road to Financial Wellness Series

IU Road to Financial Wellness text on green background

This series is for employees at every age and career stage who want to strengthen their financial well-being. During these sessions, personal finance concepts are broken down into practical, easy-to-understand guidance on budgeting smarter, building savings, investing with confidence, and preparing for the future. Topics that are covered range from building emergency savings and tackling debt, to maximizing your IU benefits and using Fidelity's NetBenefits portal to track your retirement goals.

Register for Road to Financial Wellness

Road to Retirement Webinar Series

IU Road to Retirement logo

If you're like many, knowing when and how to start planning for retirement can be the hardest part. Road to Retirement takes that guesswork out. Designed for employees who are planning to retire in the next five years, these sessions provide clear, practical guidance on topics including IU retiree benefits, Medicare, Social Security, estate planning, and retirement income options. 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

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.