Financial Counseling

Financial Wellness Resources

  • Lincoln National Retirement Plan Support
  • Managing Debt
    Learn the proper balance between saving and spending in order to improve your financial health and prepare for retirement
  • Traditional vs. Roth IRA
    Compares these two plan contribution options to help employees choose the one most suitable for them
  • Demystifying Social Security
    Provides participants an in-depth review of Social Security benefits and explains claiming strategies and how to estimate the amount they may expect to receive
  • Retire Right
    Teaches participants how creating a budget can help them plan their financial roadmap, save for long-term goals, and minimize debt
  • Managing Debt
    Helps participants understand how to strike the proper balance between saving and spending
  • Interest Rates
    Provides an overview of what causes interest rates to rise and fall and the impact on finances
  • Market Bubbles
    Teaches participants about previous market bubbles and ways to navigate market bubbles in the future

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.