Create your profile after seven quick questions, and then use the money personality tool to better understand the “why” behind your money decisions. This tool shows your type across five categories, plus your unique strengths and challenges.
Based on your money personality, Enrich helps you build a personalized plan to improve your money management skills. With recommended video tips, quick financial lessons and more, you’ll be ready to tackle life’s financial challenges in no time.
More about consults
Todd brings more than 19 years of experience in personal finance, including working for Fidelity Investments and John Hancock, to one-on-one appointments with UK employees.
Connect with Todd virtually or in person. Whether you need support with a specific situation, milestone or goal, you’ll gain the assurance you need to take greater control of your finances.
Matching retirement savings and more ways to save
Under 30? Start participating in UK's matching retirement savings at any time before it’s required at age 30 and consider it an early boost to your retirement savings. Saving money now – with decades to grow – can make a big difference on your standard of living in your retirement years.
Over 30 or not eligible for matching? With several additional plan options, you’ll choose whether to save on your taxes now (pre-tax) or later (post-tax) and the dollar amount you’ll contribute. Because we offer a voluntary 403(b) and 457(b), along with the option to do both, you can set aside as much as $38,000 this year. If you're closer to retirement age, our catch-up opportunity allows you to save up to $50,000.
You may be able to lower your monthly payments and work toward loan forgiveness. TIAA has joined with Savi to help. Savi customers find an average of more than $1,500 per year in savings. You can do a free student loan checkup, or sign up for the Savi Essential Service, which includes convenient e-filing, one-on-one assistance, reminders and more for a small fee.