Spend Well
Financial Well Being
Financial well-being concerns your financial health and security, including control over your finances and meeting goals. It's crucial for stress reduction, goal achievement, and a stable, comfortable lifestyle.
Financial well-being is marked by smart money management, minimal debt, a reliable income, and future financial planning. Strategies include budgeting, saving, investing, debt management, and seeking financial advice when necessary.
Financial Well Being Resources
Financial Resources Websites
- UC Retirement Resources: myUCretirement.com
Fidelity
- Calculators and Tools: Financial Calculators & Tools - Fidelity.
- Budget and Debt Management: Budget & Debt Calculators - Fidelity.
- Women Talk Money, focuses on special needs of women and financial wellness: Women Talk Money live | Fidelity
- Fidelity Learning Center: Financial articles, webinars, and more
- Fidelity Net Benefits (password required)
Fidelity resources in Spanish are coming soon. In the interim, if you need to have information in Spanish, please contact the following:
Adrian Rodriguez
Workplace Financial Consultant
Personal and Workplace Investing Fidelity Investments
- Telephone: 951-498-4648
- Adrian.rodriguez@fmr.com
Fidelity Resources
- Fidelity Calculators and Tools: Financial Calculators & Tools
- Fidelity Budget and Debt Management: Budget & Debt Calculators
- Women Talk Money - a focus on the special needs of women and financial wellness: Women Talk Money live
- Fidelity Learning Center | Financial articles, webinars, and more: Fidelity Learning Center
- Fidelity Check-Up Tool (requires member logon to NetBenefits)