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Financial Wellbeing

Navigating finances can sometimes be complicated and even intimidating. Whether you are having financial difficulties or want to anticipate future needs, the best plan is to have a plan. The resources below cover common financial and credit topics. If you need further assistance, please contact the Mass General Brigham Employee Assistance Program at 866-724-4327. The EAP can help you assess how to resolve financial problems and approach financial planning.

Money Crashers – How to Create a Holiday Budget and Stick to it

EAP Article

May 2021
EAP News Article –  Navigating Student Loans during and after the Pandemic Pause


EAP Financial Webinars

College Financial Aid & Funding

 

September 22, 2021

Register here

The college financial aid process can be complex. This webinar will explain how to complete the FAFSA (Free Application for Federal Student Aid) and other financial forms. It will also help you understand how the college financial aid system works; it will explain student loans and provide tips and strategies for financing your dependents’ (or your) college education.

Presented by Migdalia Gomez Financial Education Services Specialist for Harvard University Employee Credit Union (HUECU).

 

Minding Your Money: A Guide to Smart Money Management

 

October 27, 2021

Register here

Improving Your Money Habits. Knowing your “money personality” can help you reach your financial goals. Learn behavioral science tips from the money experts at GreenPath Financial Wellness.

Presented by EAP and Harvard University Employees Credit Union (HUECU)/GreenPath Financial Wellness

 

Financial Resources for Mass General Brigham Employees

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Financial Resources for Mass General Brigham Employees

Financial Resource Center

Employees, staff and immediate family household members have access to financial education and free 30-minute sessions with financial experts. If you have concerns or questions about topics such as budgeting, debt, college financing, retirement or estate planning, for access call the EAP at 866-724-4327 or the weblink via AskmyHR.

Mass General Brigham Sponsored Financial Webinars

For a variety of educational webinars about retirement, log in to AskmyHR

General Financial Information and Education
Debt Management Resources
Urgent Need Resources: Financial, Food & Utilities
Credit Reports
Help Choosing a Financial Planner

Are you planning for retirement? Thinking about paying for college? Considering purchasing a home? A financial planner can play a central role in helping you meet your life goals and achieve financial well-being. Many have minimum income and asset requirements. Some specialize in certain areas such as retirement, divorce or asset management. It is recommended that you interview several financial planners to find the right one. Below are three organizations that can help you.

College Financing and Loan Repayment

Finding Money for College - Scholarships

College can be funded in a variety of ways. Scholarships can be a good option to pay for college. Unlike loans, the advantage of scholarships or grants is that they do not have to be repaid. Many workplaces offer tuition reimbursement for college educations. Below are some resources to help you navigate the scholarship process.

Applying for Financial Aid

All students must fill out the Free Application for Federal Student Aid (FAFSA) and turn it in as soon after the first of the year as possible. It is important to return this form quickly, because some aid is supplied on a first-come, first-served basis. The following resources can help guide you through the financial aid process.

Grant and Work-Study Programs

These resources will provide guidance with grants and part-time work opportunities that can assist with financial assistance during education.


Retirement

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Retirement presents a new chapter in life. Like other developmental milestones, retirement is a time of change, stress and personal growth. Gathering the information you need to make decisions, setting goals and preparing financially will help ease the stress of change and prepare you for what is to come. Below are some resources to help you navigate retirement planning and transition.

Retirement Benefit Resources

Health Insurance Resources
Home Financing Resources
Tax Resources

Self-Help Tax Resources


Help Finding Reputable Tax Assistance

Mass.Gov – Finding a tax professional to Help with your Taxes


Free Tax Assistance

Volunteer Tax Assistance Programs offer free tax help to people who generally make $57,000 or less, including persons with disabilities, the elderly and limited English speaking taxpayers who need assistance in preparing their own tax returns. They also help with getting tax credits and refunds.

Commonwealth of Massachusetts


Nationwide

Fraud and Consumer Protection Resources

General Fraud Prevention Tips

Our lives today are full of transactions which are likely to reveal pieces of information about us.  Whether it is a credit card number, a social security number, bank information, your name, address, or phone number, personal information may be used without your permission or knowledge. Below are some ways to protect your personal data.

  • Limit the amount of personal information you provide on the internet. Do not respond to requests for personal or financial information through email, text, phone or social media.
  • Enable any alerts your bank or financial vendor offers; check credit reports and consider signing up for a credit monitoring service.
  • Do your best to be diligent about minimizing risk, monitoring balances in accounts and looking for any unexplained charges or withdrawals.
  • Report any suspicious issues immediately.

Actions to Respond to Fraud

IdentityTheft.gov – Step by Step Guidance

1.  Notify affected creditors or bank
2.  Change all relevant passwords
3.  Check your credit reports

4.  Put a fraud alert on your credit report
5.  Ask that Credit Unions remove fraudulent information from your credit report
6.  Freeze your credit
7.  Report to:

Online Safety and Security

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