Resources

Review the information below about the resources available to you prior to, during, and after America Saves Week. Included are links to articles, interactive tools (for example: calculators), and live and on-demand webinars to promote financial well-being.

Articles

• Articles – TIAA (UW SRP 403(b) recordkeeper)
  • Specific articles about common topics such as:
    • Estate Planning
    • Choosing a Beneficiary
    • Financial Planning for the Sandwich Generation
• Articles – UW Credit Union
  • Short, easy-to-read articles about unique topics such as:
    • Handling High Inflation
    • Tips for Using Peer to Peer Payment Apps
    • What’s Next for Cryptocurreny?

Interactive Tools

• Financial Calculators – Acentra Health (EAP provider) (login required)
  • Calculators for business, debt, investments, personal finances, taxes, and more
• Financial Calculators – Summit Credit Union
  • Calculators for auto, budget, debt, home equity, mortgage, retirement, savings, and more
• Financial Calculators – UW Credit Union
  • Calculators for auto, debt, loans, mortgage, retirement, savings, and more
• Form: Take the Pledge – America Saves
• Worksheet: What Are You Saving For - America Saves pdf
  • Worksheet to help you think through your short-term, near-future, and long-term goals

Webinars – Live

• Live Webinars – Edvest 529 College Savings Plan: Live webinars offered all year round
• Live Webinars – Employee Well-being: Live well-being webinars offered by partners of the Universities of Wisconsin all year round to help you take care of your physical, emotional, and financial well-being
• Live Webinars – Summit Credit Union: Live financial webinars offered all year round intended to help you create and maintain financial stability
• Live Webinars – Wisconsin Department of Employee Trust Funds (ETF): Live interactive webinars offered all year round and designed to increase your understanding of your WRS benefits

Webinars – On Demand

• On Demand Webinars – Fidelity (403(b) Program recordkeeper)
• On-Demand Webinars – Summit Credit Union
• On-Demand Webinars – Wisconsin Department of Employee Trust Funds (ETF): Recorded webinars offered all year round and designed to increase your understanding of your WRS benefits