In the recent survey of School of Medicine staff, one area of interest was Planning for Retirement. Did you know this is offered on campus and is free?
Meet with a retirement plan vendor about your future. (In my experience they are not pressuring you to purchase their product, however they do use their product and tools to demonstrate how you can best meet your goals. Feel free to meet with more than one to comparison shop!)
Fidelity Investments, TIAA-CREF and Vanguard offer individual counseling sessions on campus throughout the year. Representatives help you navigate investing for retirement, examine the benefits of traditional vs. Roth and offer ideas on diversifying your portfolio.
Fidelity Investments or call (800) 642-7131
TIAA-CREF or call (800) 732-8353
Vanguard or call (800) 662-0106, Ext. 14500
Check the HR Benefits webpage for more information: http://www.hr.emory.edu/eu/benefits/retirementplanoptions/Retirement%20Plan%20Counseling.html
Additionally, FSAP, HR, Center for Women at Emory, and SOM Staff Development periodically offer programs addressing this and related financial topics.
Now you know!