Fidelity Financial Guidance
Feeling overwhelmed? Don’t worry, we offer education and workshops through our Fidelity partnerships.
From budgeting and debt management to reducing health care costs and understanding Social Security, we can help to break it all down—and provide next steps to help you get on track.
Visit this Fidelity site that covers key fundamental financial topics and is designed to help you easily get information to help you make more confident decisions. Whether you need a refresher or are starting from scratch, the resources on the site can help you get—and stay—on track. Go ahead and explore a topic—then get your next best steps. New financial webinars updated quarterly.
Access to some learning material may require you to create an account with Fidelity. Creating an account does not enroll you in the 401(k) plan.
Ally Financial Guidance
Managing finances can be overwhelming. You work hard to earn your money—how can you be sure you’re getting the most out of it and keeping it safe? You don’t need to figure it out all alone. Ally offers free, confidential access to experts including 60 minute consultations with credited financial specialists. Our financial counseling services help you find answers to questions about budget planning, retirement planning, credit card debt, home buying, bankruptcy, and more. To get started, visit www.liveandworkwell.com, access code 12347.
This is a FREE resource available to ALL associates including those not enrolled in a UnitedHealthCare plan.
A financial wellness app that helps employees feel good and make meaningful progress with their finances. Provided at no cost to you and your family!
- Emotions first, dollars second. Upwise starts by understanding a users’ emotions around money. Only then do we dive into money goals.
- Small wins lead to rewarding outcomes. Users’ build positive, new habits, creating momentum that can lead to real financial progress.
- Personalized solutions. The experience is unique for each user. It makes it easy for associates and their family members to identify and achieve goals that are meaningful to them.