Retirement Planning and Financial Well-Being Resources

No matter where you are on your career journey, Georgetown University offers a resource to support your financial well-being.

Retirement Planning

You’ve been saving for retirement all these years and now the time has finally come. You are ready to retire, but where do you start? Our Getting Ready to Retire webpage can help you determine your next steps.

Ready for a retirement savings check up? Financial consultants from TIAA, Fidelity and Vanguard are available to meet with you. Please make reservations directly with your investment company.

All 1-1 appointments are now via phone or virtual, and are scheduled either by calling 800-732-8353 (Monday – Friday, 9:00 am to 8:00 pm ET) or going online to www.tiaa.org/schedulenow (new window). View TIAA’s Virtual Counseling flyer (new window) for more information about your team of financial consultants and how to connect.

You can schedule a teleconference with a Vanguard representative to help accommodate your schedule (Se habla español). To make an appointment please visit the Vanguard reservation website

Confidential consultations are a complimentary service provided to you as an employee of Georgetown University and your Fidelity Retirement Planners continue to be available over the phone and are here to help during these times of volatility.

Schedule your appointment to discuss your current financial concerns at GetGuidance.fidelity.com (new window), text “ASK” to 343898, or call 1-800-642-7131. You can also visit Fidelity’s Ask Us Anything webpage to learn about the services and support that Fidelity has to offer.

Financial Well-Being

As a Georgetown University faculty or staff member, you have access to many complimentary and discounted resources to support your financial fitness.

TIAA offers live webinars each month on a variety of financial planning and retirement topics. You can also access many on-demand seminars.

The Fidelity Webcast Hub offers a wide variety of on-demand financial seminars. Topics include preparing for retirement, saving, investing and managing life.

We have arranged for our financial education partner, The Tide Creek Financial Group, to provide individual financial coaching sessions.

45-minute sessions are available on a first come, first serve basis.  Virtual and telephone meeting are available. 

Sessions can be scheduled by emailing info@tidecreek-fg.com and including Georgetown Financial Coaching in the subject line or by calling (443) 492-6563.

Don’t miss out on this opportunity to get financially organized!  If you feel that you don’t have a good sense of your financial direction, want an impartial third-party opinion on your current strategies or simply have some questions you’d like answered, a financial coaching session may be right for you.  Topics addressed include but aren’t limited to:

  • Cash flow
  • Risk management and insurance
  • Investment planning and retirement savings
  • College and major goal funding
  • Estate and beneficiary planning
  • General financial FAQs

PNC is the official banking partner of Georgetown University. As an employee, you are eligible for a number of workplace banking benefits. Each month, PNC provides a brief orientation to their workplace banking program. You can view the schedule and sign up here.

Join PNC for their monthly financial wellness series. Offered on the third Wednesday and Thursday of each month.

You can find great deals on electronics, entertainment, gym memberships, travel and retail, as well as special offers on auto, home and pet insurance through our partners at Beneplace. Log on to www.beneplace.com/georgetown and use code “GUSAVES” when registering for the site.

Georgetown University established GUCares to help University employees (faculty, AAPs and staff) recover financially from loss due to recent natural disaster, accident, catastrophe, death or illness. You can learn more, apply or contribute at benefits.georgetown.edu/gucares.