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Financial Planning Resources for UCSF Employees
These resources are recommended to help you gain a basic understanding of various financial topics and your UC employee benefit programs.
Human Resources/Benefits &Financial Planning
The following resources are recommended to help you gain a basic understanding of various financial topics and your UC employee benefit programs:
Books on personal finance and investing
- Personal Finance for Dummies, 4th Ed., by Eric Tyson; IDG Books Worldwide, Inc., 2003.
- Investing for Dummies,3rd Ed., by Eric Tyson; IDG Books Worldwide, Inc., 2003.
- Mutual Funds for Dummies, 4th Ed., by Eric Tyson; IDG Books Worldwide, Inc., 2004
- No-Nonsense Finance, by Errold Moody: McGraw-Hill, 2004
- The Only Investment Guide You?ll Ever Need, by Andrew Tobias; Harvest Books, 2002
Websites
- Alliance for Investor Education. Provides extensive educational information on personal investing.
- The Vanguard Group. Extensive library of educational articles about personal finance and investing as well as specific information about Vanguard’s investment options and services. Offers a free very basic retirement planning tool.
- Fidelity Investments. Provides general investment information and support as well as specific information about Fidelity investment options. Fidelity is an option available to employees as part of the 403(b), 457(b) and DCP retirement savings plans.
- Fidelity Retirement Services Access your UC Retirement Savings Programs. Enroll, change, cancel, transfer, and analyze your investments in the UC 403(b), 457(b), and DC Plans.
- The Motley Fool. A humorous but good source of investment information and basic education. Their individual stock tips are not endorsed by this reference.
- SmartMoney. Many useful financial calculators and tools in addition to current investment news. Some features require paying a subscription fee.
- UC-Employee Benefits. Detailed UC (Systemwide) HR/Benefitsinformation about the UC benefit plans, downloadable forms, inter-active calculator to estimate projected UCRP benefits, and your personal, health and welfare enrollments/details. Links to outside resources.
- Mutual Fund Education Alliance. Provides background and investment information while allowing you to search for the ?right? mutual fund for your investment objectives.
- Morningstar, Inc.. A good source of mutual fund information and a tool for helping to select specific mutual funds for individual investors. Some features require free registration, and premium features require a paid subscription.
- Certified Financial Planner Board of Standards. The regulatory board for CFP? licensees. Contains articles on various personal finance issues and goals with an extensive Resource Library of links to other financial websites.
- fastWEB.com, L.L.C.. A free service that matches a student’s personal profile with a database of over 400,000 scholarships, grants, etc.
- financial engines. A sophisticated subscription-based financial planning program that uses probability analysis of risk and return to calculate the likelihood of achieving your goals. Also can analyze and monitor your investment portfolio and recommend an asset allocation that has the highest probability of achieving your investment objectives.
- Errold F. Moody, Financial Planner. A large and comprehensive independent financial planning site designed for consumer knowledge and protection. Over 1,000 pages and 1,389 links to all areas of personal finance and individual well being.
- The Dollar Stretcher. Web site for the frugalwith tips to help the consumer save time and money.
- Ballpark Estimate. This website gives you access to a wealth of calculators to analyze how to best achieve numerous financial goals.
- College Cost Calculator. Calculates the annual costsof any four-year college or university in the United States.
- Social Security. Everything you ever needed or wanted to know about Social Security, including benefit estimates and how to locate your nearest office. A very valuable resource.