Financial Counseling Resources
We are making updates to the format and language of this page. Please check back soon for updates.
Hello Wallet and the $750 reimbursement benefit are still available. However, we are no longer partnering with Financial Engines. Please contact Sue Prochazka at SProchazka@rice.edu if you have any questions regarding this benefit.
Rice University offers access to financial counseling resources to assist faculty and staff in the management of their retirement accounts. For more information on Hello Wallet, please click on the tab below.
HelloWallet, free for you on behalf of Rice University, is a web and mobile based financial guidance application designed to help you boost your wealth and reach your financial goals. With HelloWallet you can see all of your accounts in one beautiful place, get a comprehensive assessment of your financial life, set financial goals and save for the future.
Whether you want to pay off your student loans or save for a down payment on a new home, HelloWallet will help you get there! Sign up for HelloWallet today and get your personal Financial Wellness Score to help assess your financial wellness and measure your progress over time. Ready to get started? Sign up now at http://www.hellowallet.com/riceu/.
In addition to Hello Wallet, TIAA and Fidelity Investments are periodically on campus to conduct one-on-one counseling sessions or you can travel to one of their nearby locations. Schedule an appointment with TIAA or with Fidelity.
Tenured and tenure-track faculty may also use a $750 reimbursement for financial planning services. See below for more details.
Tenured and tenure-track faculty members may use a $750 reimbursement (which is taxable) to visit an independent financial planner to discuss their personal financial plan. This subsidy is available once within one year of achieving tenure and once again when age 50 or older. This benefit will be reimbursable as detailed below and is taxable.
Here is a list of independent, fee-based financial planners in the Houston area who are familiar with Rice's retirement plans and benefits:
|Charles L. Parker, Jr.||Stephanie M. Scherr||Michael R. Tibbets|
|Parker Financial Advisors
14825 St. Mary’s Lane, Suite 250
Houston, TX 77079
(832) 476-3495 or (877) 752-6228
|Certified Financial Planner
8 Greenway Plaza, Suite 822
Houston, TX 77046
|De Lange, Hudspeth, McConnell
& Tibbets, L. L. P.
1177 West Loop South, Suite 1700
Houston, TX 77027
You may choose one of the consultants above or select any other professional financial advisor. We recommend pursuing a fee-based advisor who can assess your situation and provide advice without the sometimes adverse incentive of commissions. By making this list available, the university does not endorse the services of any consultant chosen. Rice reimburses you the same regardless of which financial advisor you select.
To receive reimbursement, please send a copy of your bill for services to Sue Prochazka at SProchazka@rice.edu and you will be reimbursed for up to $750 in services.
The Federal Government also created a website, www.mymoney.gov, to assist Americans with financial education — check it out!