Getting Started with
the Financial Basics

Build a healthy relationship with
your money, one step at a time.

Ready to take control of your money? The University of California can help. Here you'll find webinars, videos and tools covering everything from paying down debt and keeping up with bills, to budgeting and saving for the future.

Get a personal financial checkup.

Want help evaluating your personal financial picture? In about five minutes, your personal financial wellness checkup will show you where you land on a scale from 1 to 100, and offer tips to help you make the most of your money. (NetBenefits login required)

Financial wellness checkup

Get tips for improving your finances.

START

Finding the right information can make all the difference.

Create a budget, ditch your debt, and start building for the future

Get a handle on spending and borrowing.

WEBINAR

Investing 101

Get answers to some of the most common questions about investing.

VIEW

The 1% difference:
Can you save more?

See the difference a small change in your savings can make.

READ

One of the smartest ways to save 

Learn how to take advantage of the HSA that comes with the UC Savings Plan.

READ

How to prioritize your debt.

Balancing student loans, credit cards, and savings can be tricky. Learn how to pay off high-interest debt faster so you can free up money for what’s important.

Know the value of your UC primary retirement benefits.

Did you know that just 22 percent of American workers participate in a pension plan? Because a pension plan provides guaranteed retirement income for as long as you live, it’s one of the most valuable benefits an employer can offer. And you have access to one through UC.

* “How many American workers participate in workplace retirement plans?” Pension Rights Center, July 15, 2019.

Get the details

Learn more about your UC retirement benefits.

READ

Get help from a professional.

UC contracts with Fidelity Investments to provide complimentary one-on-one guidance. Talk to a Fidelity Retirement Planner serving UC to discuss your needs—from basic budgeting to retirement planning. For your convenience, there are several meeting options:

Tip: Read the UC Alert about misleading financial adviser solicitations that appear to be endorsed by UC.

More helpful resources.

UC Retirement System resources

Make the most of your money today, so you can do a whole lot more tomorrow.

LEARN MORE

NetBenefits.com

Get started now or view your UC Retirement Savings Program—403(b), 457(b), and DC Plan—account details, including balances, contributions, and investments.

See Account

Retirement Review

See a personalized estimate of how much you are on track to receive in retirement from UC sources. (Login required)

FIND OUT

Attend a financial class

Classes are available to help you learn about your UC retirement benefits and managing your financial life.

Register Today