Financial Wellness Checklist

​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

Financial Wellness Checklist

1. Spending plan
2. Getting insured
3. Managing debt/credit
4. Saving and investing
5. Planning for retirement
6. Knowing your consumer rights and avoiding scams/fraud

My Financial Wellness Action Plan

• Action Plan Goal Worksheet
  

Spending Plan (Personal budget)

• 54 Ways to Save money
• Make a Budget

Getting Insured

• Wisconsin Insurance Consumers Information
• WI Office of the Commissioner of Insurance, Consumer Publications
• 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.

Managing debt/credit

• Credit, credit reports, scams and related topics
• 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
  
• Do y​ou or someone in your family need help of any kind? Contact the EAP Helpline directly and confidentially at 833-539-7285. TTY: 877-344-0499
  ​Free Services,​ 24 hours/day, 7 days/week, 365 days/year
  
  Go here, State of Wisconsin Employee Assistance Website for more information. ​

• 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 Us

David Mancl
Financial Literacy Director
Office of Financial Capability
Phone: (608) 572-5794
Email: David.Mancl@dfi.wisconsin.gov
Mailing Address:
Wisconsin Department of Financial Institutions
Office of Financial Capability
4822 Madison Yards Way, North Tower
Madison, WI 53705
Physical Address:
Wisconsin Department of Financial Institutions
Office of Financial Capability
4822 Madison Yards Way, North Tower
Madison, WI 53705