Set your 2024 financial wellness goals

Discover University benefits and resources to help tackle your financial goals this year.
Set your 2024 financial wellness goals

Financial resolutions, including saving more, spending less, and paying down debt, rank among the top goals for many people at the start of the new year. While some of these tasks can seem daunting, the University of Miami provides resources to support your goals throughout the year. 

Visit the UM Fidelity Retirement Hub.

The new University of Miami Fidelity Retirement Hub, has been enhanced with a refreshed design and additional educational resources to support your retirement needs through Fidelity and TIAA. 

Dive into your finances.

Visit Fidelity’s Financial Wellness Central to take the financial wellness checkup and access exclusive tips, tools, and resources that cover popular topics, from balancing money priorities to getting (and staying) on target.

Prioritize your retirement savings.

University matching contributions are a great way to increase your savings in 2024. The University matches your voluntary 403(b) contributions dollar-for-dollar up to five percent. Review and maximize your savings at UMRetirement.com.

Schedule a 1-on-1 session with Fidelity or TIAA.

Learn more about your current retirement plan, investment options, and manage unexpected expenses. Virtual appointments are available and can be scheduled at your convenience via the links below:

Maintain your resolutions throughout the year.

Stay engaged with your financial wellness goals throughout the year with the monthly Fidelity FidBits newsletter and by attending educational webinars.



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