Financial WELLNESS

Free Financial Wellness Counseling on Campus

Both Lincoln Financial and TIAA offer Texas A&M employees FREE one-on-one consulting meetings with their financial/retirement advisors in the HROE offices in the General Services Complex, Suite 1201.  Let these professionals help you learn how to take control of your financial health!  RSVP for your meeting:

Lincoln Financial Group and TIAA are just two of several approved A&M System retirement vendors.  For additional information regarding A&M System retirement programs including a comprehensive list of approved vendors,  visit here.

Online Financial Presentations by Lincoln Financial

  • Managing Debt - Learn the proper balance between saving and spending in order to improve your financial health and prepare for retirement.  Watch Here
  • Traditional vs Roth Contributions - Learn more about these two types of plan contribution options and have a better understanding of which may be more suitable for your situation.  Watch Here
  • Retire Right - In just five simple steps, this short seminar teaches you how to creating a budget can help you plan your financial roadmap, save for retirement and other long-term goals, and minimize debt.  Watch Here

TRS Financial Awareness - Online Video Series

  • The Financial Awareness video series is provided by the Teacher Retirement System of Texas (TRS) for educational and informational purposes only. It is neither intended as tax or investment advice nor does it constitute a recommendation to buy or sell any security.