Getting Started with
the Financial Basics

Build a healthy relationship with your money, one step at a time.

Ready to take control of your money? The University of California can help. Here you'll find webinars, videos and tools covering everything from paying down debt and keeping up with bills, to budgeting and saving for the future.

Have a plan. Stay the course.

The current market volatility doesn’t mean you need to dramatically alter your long-term plans. While you might need to delay some of your short-term goals, you have time to ride it out. Focus on the big picture and stick to your plan.

Keep your plan on track

What to know and strategies to consider.


Finding the right information can make all the difference.

Financial wellness checkup

Get tips for improving your finances. 


Make the most out of your UC Retirement Savings Program

Maximize your savings to retire the way you want.


How to start investing

Start with broad concepts before picking investments.


A Roth option is now available 

Save and plan for your future with even more flexibility.


Learn the basics of managing your money.

When it comes to managing your own money, sometimes the toughest part is getting started. Learn the fundamentals of budgeting your money, managing debt, controlling spending, saving more, and investing for the future. Watch now.

Know the value of your UC primary retirement benefits.

Did you know that just 25 percent of American workers participate in a pension plan? Because a pension plan provides guaranteed retirement income for as long as you live, it’s one of the most valuable benefits an employer can offer. And you have access to one through UC.

* "Worker Participation in Employer-Sponsored Pensions: Data in Brief," Congressional Research Service. November 23, 2021.

Get the details

Learn more about your UC retirement benefits.


Investing based on your principles.

Did you know the UC Retirement Savings Program gives you access to investments that are socially responsible? If you want to make a difference, consider a socially responsible investing approach.

Find out how

Learn how to match your investments to your principles.


Get help from a professional.

UC contracts with Fidelity Investments to provide complimentary one-on-one guidance. Talk to a UC-dedicated workplace financial consultant to discuss your needs—from basic budgeting to retirement planning. For your convenience, there are several meeting options:

Tip: Read the UC Alert about misleading financial advisor solicitations that appear to be endorsed by UC.

More helpful resources.

UC Retirement System resources

Make the most of your money today, so you can do a whole lot more tomorrow.


Get started now or view your UC Retirement Savings Program—403(b), 457(b), and DC Plan—account details, including balances, contributions, and investments.

See Account

Retirement Review

See a personalized estimate of how much you are on track to receive in retirement from UC sources. (Login required)


Attend a financial class

Classes are available to help you learn about your UC retirement benefits and managing your financial life.

Register Today