Financial Wellness

Managing Finances

Employee Benefits - there are many benefits available to employees, including insurance, retirement preparation, and a variety of protected leave options that will help you feel more financially stable throughout your life. To use, browse the website and follow instructions on the website.

Financial Planners - you can meet with financial planners from either DMBA or TIAA for free. They can help you evaluate your financial situation and give tips on how to best prepare for the future. Common topics include reducing debt, managing savings, and planning for retirement. Visit the website for information on how to set up an appointment!

Financial Webinars - TIAA hosts regular, virtual webinars on a wide variety of financial topics. You will need to create a TIAA account, which is free, to register.

BYU Marriott School Personal Finance Courses - to use, simply visit the website and select the options you want. These courses are free and available on-demand. They include both written and video resources.

Core Financial Principles - to use, simply visit the link. This resource provided by DMBA and is available to all BYU employees. This is a self-guided resource to understanding core financial principles and making a plan to implement them in your life.

Forecasting Your Retirement Video and PDF Booklet - to use, simply visit the link and click on the links you are interested in. This DMBA-provided resource will help you understand what you need to know about forecasting your retirement.

DMBA Financial Services and Resources - besides the Forecasting Your Retirement and Core Financial Principles collections, DMBA also offers many other resources, including the option to request a financial presentation for your department.

Discounts

BOX Home Loans - get $200-$500 off home loan closing costs and a free credit report with the provided discount code.

Deseret First Credit Union - get $100 by opening a checking account, get $150 by getting a Visa Rewards card, and receive other discounts on auto loans by providing proof of employment at BYU.

Matt Oeding Superior Lending - you can receive a $0 appraisal fee on all purchase and refinance transactions ($595 value). You will need to contact Matt Oeding to access these perks.

BYU Discounts - browse the full list of discounts you can receive on various goods and services just by being a BYU employee!