Welcome to the Financial Wellness Checklist Center
A big part of staying healthy is linked to financial wellness.
"Sixty-nine percent of people attribute their stress to money…"
--American Psychological Association
This site provides links to resources to help stay on a financial wellness course.
Financial Wellness Checklist
- Spending plan
- Getting insured
- Managing debt/credit
- Saving and Investing
- Planning for Retirement
- Knowing your consumer rights and avoiding scams/fraud
Financial Wellness Slide Presentation
Download Presentation
(PDF: 1,850 KB / 29 pages)
My Financial Wellness Action Plan
Download Action Plan Goal Sheet
(PDF: 366 KB / 1 page)
Spending Plan (Personal budget)
(Excel Sheet)
Getting Insured
- Wisconsin Insurance Consumers Information
- WI Office of the Commissioner of Insurance, Consumer Publications
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Consumers guide to Insurance
(PDF: 145 KB / 24 pages)
- Department of Employee Trust Funds (ETF) ETF administers retirement and other benefit programs for state and local government employees and retirees. This site is your most up-to-date source of information about ETF-administered benefits.
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Receive ETF E-mail Updates ETF encourages you to sign up for
ETF E-mail Updates using the link next to the red envelope. Signing up for this free service ensures that you will be notified when important
information is added to this site.
Managing debt/credit
- Credit, credit reports and related topics
- Check your credit report
- Credit Counseling Services, also known as Adjustment Service Companies
- Submit a credit related inquiry or complaint in Wisconsin
Saving and Investing
- 54-ways-to-save-money
- Join the Wisconsin Saves Campaign
- Power of Compound Interest Calculator
- Employee Reimbursement Account (ERA) Account Helps save money on eligible health care or dependent care expenses.
Planning for Retirement
- Department of Employee Trust Funds (ETF) ETF administers retirement and other benefit programs for state and local government employees and retirees. This site is your most up-to-date source of information about ETF-administered benefits.
-
Receive ETF E-mail Updates ETF encourages you to sign up for
ETF E-mail Updates using the link next to the red envelope. Signing up for this free service ensures that you will be notified when important
information is added to this site.
- Wisconsin Deferred Compensation Program The Wisconsin Deferred Compensation (WDC) Program is a supplemental retirement savings program regulated by Section 457 of the Internal Revenue Code. It is available to all State and University of Wisconsin employees, as well as employees of local governments and school districts in Wisconsin that have elected to offer the WDC.
- Ballpark E$timate a retirement calculator
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Kepro, Wisconsin's employee assistance and work/life program. Free, confidential,
for Wisconsin employees AND members of their household For direct EAP services contact Kepro at Phone: 833-539-7285 or 877-334-0489 (TTY) or
visit online at https://sowi.mylifeexpert.com
Note: All users will be required to create an account at first log in, which allows for site customization, ability to save information and access to live chat support. To receive the company code please contact doaeapprogram@wisconsin.gov.
Kepro also provides…
- Financial consultation with certified financial counselor
- College or retirement planning
- Budgeting, Credit report review or correction
- Debt management and consolidation
- Information on mortgages, loans, and other financial arrangements
- Legal consultation with attorney (by phone or in-person)
- Consumer law, Family law, Traffic citations, Estate planning, Other personal law issues
- [Note: Some nominal fees may apply for specific services.]
- Information about Broker-Dealers and Investment Advisers If you are working with financial advisors or broker-dealers verify their licensure and products by calling 1-800-47-Check (800-472-4325). You will be connected directly to an employee from the Wisconsin Department of Financial Institutions.
Save for college through the Wisconsin 529 College Savings Program
- Start saving directly by setting up a new Edvest Plan, or
- Work with your financial advisory and set up a new Tomorrow’s Scholar Plan.
Knowing your consumer rights and avoiding scams/fraud
- Most common scams and alerts
- Wisconsin Department of Agriculture, Trade and Consumer Protection, Consumer Protection Hotline or call the Hotline at 1-800-422-7128
- "If it seems too good to be true…" If you are working with financial advisors or broker-dealers verify their licensure and products by calling 1-800-47-Check (800-472-4325). You will be connected directly to an employee from the Wisconsin Department of Financial Institutions.
- Submit a credit related inquiry or complaint in Wisconsin
- Office of the Commissioner of Insurance
- File an insurance complaint
- Wisconsin Department of Justice Consumer Protection
Contact Information
For additional information, contact the Office of Financial Literacy Director David Mancl at (608) 572-5794 or email David.Mancl@dfi.wisconsin.gov.