Three resources to help you set your financial strategy for 2023
January is Financial Wellness Month, and it is also the time of year when you take a step back and think about the goals you want to achieve for the new year. While many of us focus on physical and emotional well-being, financial wellness should not be overlooked. Stanford has a variety of investment strategies and resources available to help you.
Now is the time to discover the possibilities and start your financial planning journey for 2023 and beyond.
Attend a financial wellness workshop
Join Fidelity for a month-long series of events and attend a TIAA webinar of your choice. Whether juggling multiple priorities such as saving for retirement, a house, or just trying to get on track, it’s a great time to learn how to enjoy life today while planning for tomorrow.
Browse through Fidelity's events Reserve your spot at a TIAA webinar
Schedule an individual financial counseling appointment
Advisors from Vanguard, Fidelity Investments, and TIAA provide free individual financial counseling via Zoom or phone. They can offer guidance on the best strategy to meet your retirement goals through Stanford's retirement savings plans.
Schedule an appointment with a financial advisor
Review the contribution limits for your retirement savings
Save for the retirement you want to have and maximize your contributions within the IRS limits for 2023. The IRS has increased your overall contribution limit for this next year, but not the limit for what you can contribute in before-tax dollars and your Roth.