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.

Have a plan. Stay the course.

During these uncertain times, planning for the future may seem challenging. Get tips to help you prepare for bumps in the road so you can stick with your plan and stay on course.

Keep your plan on track

What to know and strategies to consider.


Finding the right information can make all the difference.

Financial wellness checkup

Get tips for improving your finances. 


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

Get a handle on spending and borrowing.


Investing 101

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


One of the smartest ways to save 

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


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.


Investing based on your principles.

Did you know the UC Retirement Savings Program gives you access to investments that are socially responsible? If you want to make a difference, consider a socially responsible investing approach.

Find out how

Learn how to match your investments to your principles.


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.


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)


Attend a financial class

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

Register Today