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Money Matters

One-on-One Financial Planning Consultation

TIAA
Vanguard

Is your retirement portfolio well positioned? Receive free financial advice in person or by phone in a one-on-one consultation with a TIAA or Vanguard planning expert:

  • TIAA: 800-732-8353, Monday to Friday, from 9:00 am to 8:00 pm, or online at www.tiaa-cref.org/schedulenow (select One on One Consultations at Your Workplace, then select state and New York University)
  • Vanguard: 800-662-0106, extension 14500, Monday to Friday, from 9:00 am to 5:00 pm, or online at www.meetvanguard.com

Your spouse or partner is welcome to participate. You need not be enrolled or invested with TIAA or Vanguard to speak with a consultant.

Interested in financial planning on-the-go? Download TIAA and Vanguard mobile apps.

Tax Reform, Presented by TIAA

Webinar:
Wednesday, February 21, 2018
12:00 noon to 1:00 pm

For the first time in over 30 years, there has been a tax overhaul, featuring new provisions that may impact you. The live webinar will break down the new tax plan and help you understand how it may affect your financial and estate planning.

Learn more (PDF) about the webinar and registration.

Equally Prepared: Financial Planning for the LGBTQ Community, Presented by TIAA

Webinar:
Tuesday, March 27, 2018
12:00 noon to 1:00 pm

You have a responsibility to yourself – and those you love – to prepare for the future and protect what you’ve set aside. In this live hour-long webinar, TIAA will help you face your unique challenges on the road to financial success. Learn saving and investing strategies and ways to help safeguard your assets with an estate plan:

  • Review the impact of state and federal laws
  • Learn how to determine your retirement readiness and ways to help ensure your retirement planning and saving are on track
  • Discover the importance of wills, trusts, powers of attorney, and healthcare directives
  • Understand why everyone should consider estate planning even with the U.S. Supreme Court’s marriage equality ruling

Learn more (PDF) about the webinar and registration.

NYU Federal Credit Union Seminars, Membership, Products, and Services

The NYU Federal Credit Union is a not-for-profit financial institution that offers products and services to the NYU community. Faculty, employees, retirees, and immediate family members are eligible.

Learn about membership, attend seminars that relay helpful homebuying and mortgage information, and review some of the products and services offered:

Seminar: Mortgage Preparedness – Budgeting and Saving for Down Payment

Tuesday, February 6, 2018
12:30 to 1:30 pm – Washington Square
Register for LVS 550 on NYUiLearn

Prepare for the homebuying process. Learn about the amounts needed for down payment and closing costs, various types of grants available, credit report review and tips, and possible benefits of debt consolidation.

Seminar: First-Time Home Buyer – Your Roadmap

Tuesday, February 13, 2018
12:30 to 1:30 pm – Washington Square
Register for LVS 551 on NYUiLearn

Navigate the homebuying process with an overview of the multiple steps involved. Learn additional details regarding lower down payments and homebuying grants available to first-time buyers.

Seminar: The Mortgage Process

Tuesday, February 27, 2018
12:30 to 1:30 pm – Washington Square
Register for LVS 552 on NYUiLearn

Hear homebuying information with specific focus on the mortgage application process. Understand pre-qualifications versus pre-approvals, choosing between fixed and adjustable rate loans, required documentation, and assembling your lending team.

Seminar: Impacts on Closing Costs and Interest Rates

Tuesday, March 6, 2018
12:30 to 1:30 pm – Washington Square
Register for LVS 553 on NYUiLearn

Understand the costs related to applying for a mortgage, focusing on closing costs and how interest on the mortgage works. Learn what to look for in a mortgage lender that will save money in the long run.

Seminar: First-Time Home Buyer Grant Opportunities

5:00 to 7:00 pm – Washington Square
Register for Thursday, February 22, 2018 or
Register for Wednesday, April 18, 2018

Learn about down-payment and closing-cost assistance grants from government sources. Discover affordable mortgages, explore first-time home buyer education, access credit counseling, and find out how to get started in the process of buying your first home. Two convenient evening sessions are offered.

Sample Products and Services:

Advance Your Financial Wellness with iGrad

Featuring courses and webinars that teach the fundamentals of money management, calculators that offer insight into your home mortgage and credit card payments, and much more, iGrad is a financial education platform that provides you access to the tools necessary to be successful with contemporary personal finance.

iGrad offers free resources on topics such as budgeting, credit scores, managing debt, spending less, taxes, and more to NYU faculty and employees. To explore opportunities to enhance your financial wellness, login to iGrad with your NYU Net ID.