Illinois Financial Wellness Hub Webinars
Treasurer Frerichs spoke with content experts during the FinWell Fireside Livestream Series. Recordings are available on demand, and links to the resources mentioned are listed below each video for your convenience.
Financial Goal Setting & Budget Planning
Is “save more” on your to-do list? Join Illinois Treasurer Frerichs and special guest Dr. Harold Pollack, co-author of the book The Index Card: Why Personal Finance Doesn’t Have to be Complicated, for a practical conversation on setting personal financial goals, building a simple budget, and saving money with straightforward, actionable tips to help you reach your goals.
For an accessible version, including a transcript, watch Goal Setting & Budgeting on the FinWell Hub.
Financial Wellness Resources for Financial Goals and Budget Setting
- Budget Tool
- Credit Card Pay Down Tool
- Retirement Planning Webinar
- Investing Webinar
- Estate Planning Webinar
- Bright Start College Savings Plan Webinar
Retirement Security & Retirement Planning
Are you financially prepared for retirement? Treasurer Frerichs and special guests discuss key elements to build retirement security. Also covered are retirement savings basics, workplace plans, IRAs, how to catch up in your 50s, and building a retirement income plan.
We’ll discuss the building blocks of retirement security—often described as the three-legged stool of retirement planning: workplace retirement plans, Social Security, and personal savings and investments. If one leg is missing, the stool can tip over. And if one leg is weaker than the others, your retirement plan may feel less stable.
For an accessible version, including a transcript, watch Retirement Security on the FinWell Hub.
Financial Wellness Resources for Retirement
FinWell Hub
Social Security Administration
- Benefit Calculators
- Family Benefits from Social Security Administration
- Survivor Benefits from Social Security Administration
AARP Illinois
- Social Security Resource Center from AARP
- Social Security Calculator from AARP
- How Social Security is Taxed? from AARP
Treasurer’s Office & State of Illinois
- Illinois Secure Choice Retirement Savings
- State of Illinois Deferred Compensation Plan (for state employees only)
- Windfall Elimination Provision for Government Employees
- Government Pension Offset for Families of Government Employees
Working & Taxes in Retirement
- Receiving Benefits While Working
- How Work Affects Your Benefits
- Retirement Earnings Test Calculator
- Request to withhold taxes
- Voluntary Withholding Request
Social Security Planning
Treasurer Frerichs and Jack Myers from the Social Security Administration discuss the ins and outs of Social Security in retirement.
For an accessible version, including a transcript, watch Social Security on the FinWell Hub.
Financial Wellness Resources for Social Security Benefits
Social Security Basics
- Social Security Credits
- Retirement Age Calculator
- Medicare
- Understanding the Benefits Brochure
- What You Can Do Online Flier
- Frequently Accessed Online Services Flier
Social Security for You
- My Social Security Account
- Social Security Statement & Age/Situation Fact Sheets
- SSA Benefits Calculators
- If You Are Self-Employed
- When to Start Receiving Retirement Benefits Fact Sheet