Look back before planning 2022 investments

December 2, 2021  //  FOUND IN: Updates & Resources

Like many people, your news year’s resolutions might include fresh financial plans.

Before you finish that holiday cheese ball, however, it’s a good idea not to go “out with the old” just yet. First, assess whether the goals you set for the past 12 months were met.  

Assess your accounts

Take stock of your Basic Retirement Plan and supplemental retirement plan investments. Did they perform as expected? If not, it’s a good time to make changes for a more profitable 2022. Representatives from TIAA and Fidelity, U-M’s partners in its retirement plans, can answer your questions and suggest new strategies to chart a course that fits your 2022 financial goals.  

Check in virtually

Your appointment can be virtual or by phone to suit your schedule. Evolving technology allows you to share the Fidelity or TIAA rep’s screen so you see what they see when discussing your accounts.

In-person appointments are still on hold, but are expected to resume when public health conditions allow next year. 

To schedule:

Free December webinars

Webinars also are a great way to learn about an investment topic in your office or home. Fidelity and TIAA will close out 2021 with the following free webinars in December:

Fidelity

Check out more of Fidelity’s free webinars.

TIAA

  • Wednesday, Dec. 8 – noon
    Estate Planning Basics
  • Wednesday, Dec. 8 – 3 p.m.
    She’s Got It: A Woman’s Guide to Saving and Investing
  • Thursday, Dec. 9 – noon
    Halfway There: A Retirement Checkpoint
  • Thursday, Dec. 9 – 2 p.m.
    A Well-Rounded Retirement: An Overview
  • Thursday, Dec. 9 – 3 p.m.
    The Power of Saving

View TIAA’s webinar page to register.

This story first appeared in UHR News. Click here to subscribe!

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