Questions about retirement? TIAA financial consultants have answers.

TIAA members can receive personalized advice and education from a TIAA financial consultant, at no additional cost.

Starting Out

A conversation early in your career may focus on:

  • Budgeting
  • Debt management
  • Investment basics
  • The benefits of saving for retirement

Mid-Career

In your mid-career, you may want to know:

  • If you are on track for retirement
  • Strategies others may have used to catch up or strengthen their overall plan
  • How to consolidate assets to simplify managing your money

Transitioning to Retirement

If you are nearing retirement, you may be interested in discussing:

  • Required minimum distributions
  • Lifetime income options
  • Cash withdrawal options
  • Legacy goals

No matter what your needs, or where you are in life, financial consultants are dedicated to helping you reach your goals by:

  • Taking the time to understand your financial situation
  • Evaluating your goals and objectives, and answering questions such as:
    • Am I on track?
    • Am I saving enough?
    • Can I retire when I want?
  • Reviewing outside assets and Social Security projections to achieve a holistic view of your retirement readiness
  • Providing actionable recommendations on retirement plan assets with TIAA

TIAA Counseling Session Handout


Schedule an Appointment

We are using TIAA’s services for the scheduling of individual counseling sessions.  To schedule your appointment, please call TIAA at their special scheduling number, 800-732-8353 or visit their online scheduling page and select “Your Employer”, Massachusetts, Amherst College to see the openings.  Licensed representatives will be available to speak to you about your planning goals and needs via phone or video chat.

Upcoming 2022 dates:

  • Thursday, November 3, 2022
  • Thursday, December 1, 2022