It’s no secret that homes in Washington state and the greater Seattle-Tacoma area have skyrocketed in price over the last decade. In July the median sale price for a home in the Seattle metro area averaged at $795k, according to Redfin data. Historically, a down payment on a home has been 20% of the home [...]

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This article was provided by our partners at BECU. Take advantage of Whole U discounts with BECU including a $50 bonus deposit when you open a new checking or savings account! What is a CD? A CD is a certificate of deposit, a federally insured deposit account that has a fixed interest rate over a [...]

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TIAA, Teachers Insurance and Annuity Association of America, offers a wide variety of resources for financial education and support to the University of Washington community. Explore TIAA’s expansive offerings below. Global Educational Webinars TIAA also hosts a wide variety of educational webinars for a global audience. You can register to attend a webinar on the [...]

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This article is written and provided by our partners at BECU. It’s often called the most wonderful time of the year, but somehow it’s also the most stressful time on your wallet. The following tips will help you to keep your budget in check throughout the holidays. Looking for gift ideas that contribute to your community [...]

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This article is written and provided by our partners at Fidelity Investments.  Key takeaways Inflation poses a threat to bondholders because rising prices reduce the purchasing power of the fixed rates of interest that their bonds pay. Treasury Inflation-Protected Securities (TIPS) are bonds whose principal and interest rate payments rise along with inflation. TIPS are [...]

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This April, join The Whole U and UW Benefits in celebrating Financial Literacy Month – a campaign whose roots go back more than two decades. Financial Literacy Month is an important reminder that both financial education and health are an integral part to living well. The goal of Financial Literacy Month is to expand education [...]

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With peak home buying season right around the corner, we asked HomeStreet Bank to shed some light on factors you may not think about while working your way through the greater Seattle housing market. While our region tends to be a very hot market, there are some tips and tricks out there to give you [...]

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Most of us can name friends and family members who have lost jobs or income due to COVID-19. More than 20 million people in the United States have become unemployed since the start of the pandemic, including some UW colleagues who have been furloughed or whose jobs have been eliminated. Job or income loss is [...]

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Looking to expand your financial education? Look no further than free seminars with The Whole U and UW’s financial partners! All throughout the year, The Whole U hosts educational seminars with Fidelity, HomeStreet Bank, WSECU, TIAA, the Social Security Administration, BECU, and US Bank. Seminar are offered in person on campus and online as webinars. [...]

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Fidelity Investments offers a variety of financial education workshops to the University of Washington community. There are many ways to attend a class with Fidelity, whether you want to attend a virtual workshop specific for UW employees or find a short on-demand video. Learn about the many opportunities for financial education with Fidelity below. Workshops [...]

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Money may not buy happiness, but studies suggest there is a clear link between one’s financial fitness and overall health. When bills pile up, so does stress—and matters of debt and mental health all too often become easily intertwined. No matter how you define overall wellness, sound finances lie at the heart of your ability [...]

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This week, as part of the ongoing 8-week Dare to Do challenge, we hone in on time management, organization, and financial wellness. Not surprisingly, all three of these concepts are closely related and impact one another.  When we focus on being intentional with our time, we are able to better position our lives. Whether that [...]

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