Financial Wellness

Financial Wellness Resources

Woman and man looking at papers

Financial wellness is more than just having money. It’s about having the knowledge, skills, and confidence to manage your money in a way that helps you achieve your financial goals and live a fulfilling life. Financial stress can have a negative impact on your physical and mental health, relationships, and work performance. If you’re struggling to improve your financial wellness on your own, there are a number of resources available to help you. The Texas A&M University System offers financial wellness programs that can give you access to financial advisors who can help you create a financial plan and make sound financial decisions.

Retirement Planning

Retirement planning is the process of preparing for your financial needs in retirement. It involves estimating your retirement income and expenses, and developing a plan to ensure that you have enough money to live comfortably after you stop working. You can retire and begin to receive TAMUS retiree benefits once you meet eligibility criteria.  A Look Ahead: A Guide to Retiring from the A&M System can help you become familiar with rules under current state law.

If you need help with retirement planning, you may want to consider working with a financial advisor. A financial advisor can help you create a personalized retirement plan and make sound financial decisions. View The Top 10 reasons to meet with your retirement vendor financial consultant flyer.

Retirement Resources    
TRS – Planning Your Retirement
Frequently Asked Questions
Universal Availability Notice 
Retirement Manager (retirement savings tool for ORP/TDA participants)
SEC Calculators for Investors    

Retirement Calculators
ORP Members (after 8/31/95)
ORP Members (before 9/1/95)
TRS Members
Non-Benefits Eligible

Work/Life Solutions

Work/Life Solutions is provided by GuidanceResources® and offers free counseling, legal and financial consultations, work-life assistance and crisis intervention services to all our employees and their household family members. Services offered include: confidential emotional support, work-life solutions, legal guidance, financial resources and online support. 

For more information, visit the Work/Life Solutions webpage or to register:

Student Debt relief through TIAA powered by SAVI

The path to reducing your monthly student loan payment and working toward loan forgiveness could be getting much easier. That’s because you and your family members have access to a robust solution that helps you find the best federal repayment and forgiveness programs for your financial situation. Brought to you through TIAA and powered by Savi, this tool helps strengthen your financial footing in the short term and positions you for student loan forgiveness. Savi can help you free up funds to direct toward your financial goals, such as retirement. get a free assessment of your personalized options that:

  • Reduces your monthly payment based on your income and family size.
  • Detects your eligibility for more than 150 state and federal forgiveness programs.
  • Removes the complexities to helping you stay in control of your finances at all stages of life. 

Resources
TAMUS SAVI Flyer
Public Service Loan Forgiveness Flyer 
SAVI Webinar Flyer
SAVI Quick Start Guide

Get started and calculate your savings on the TIAA TAMUS website.