Your physical health and emotional well-being are likely on your radar, but what about your financial health? It deserves some TLC too. Through our Charting Your Financial Future (CYFF) program, State Farm offers resources that make managing money less confusing and more empowering. With expert advice and easy-to-use tools, you’ll go from financial stress to financial boss in no time.
Expert planning advice
Get personalized guidance from licensed financial planners through EY Navigate, a service designed to help you identify, manage, and achieve your financial goals. Whether you’re planning for retirement, tackling debt, saving for college, or managing taxes, you’ll find what you need with EY Navigate:
- Unlimited access to one-on-one consultations with financial planners, no prep work required
- Comprehensive planning tools to link all your accounts for a complete financial picture
- Confidential financial and benefits advice, tailored to your needs and offered at no cost to you
Getting ready to retire? You have access to an EY planner for up to 12 months after retirement.
Workshops
Our CYFF programs offer interactive workshops led by EY financial planners. Here are a few examples:
- Tax Withholding 101 — Break down the jargon and learn how your withholdings are calculated.
- Retirement Road Map — Consider 10 key planning steps for calculating your needs in retirement.
- Investing Basics — Discover a five-step investing process tailored to your preferences and goals, a breakdown of asset classes, and investment research tips.
- Estate Planning Is for Everyone — Protect your legacy and loved ones by planning ahead.
- Managing Your Credit Card Debt — Create a plan to reduce debt and improve financial health.
Visit our Mark your Calendar pageYou must be on the State Farm network to access this link. and click on "Financial Planning & Education" to see the list of upcoming workshops.
Tools and resources
Take advantage of calculators, articles, and digital tools to support your financial journey, including:
- EY Navigate — Use this site (auto sign-on with SSOYou must be on the State Farm network to access this link. | log in) to access financial information, calculators, and goal-setting tools.
- 401(k) Savings Plan resources — Explore investment options, contribution strategies, and company match details via Vanguard (auto sign-on with SSOYou must be on the State Farm network to access this link. | log in).
- Social Security withholding estimator — Estimate your Social Security benefits.
- Loan and financial calculators — Create a budget or plan for major expenses, and estimate your withholding taxes.
- Educational articles, videos, and recorded sessions — Find tips for every stage of life on EY NavigateYou must be on the State Farm network to access this link., from “Six Keys to Achieving Financial Well-Being” to “EY Financial Fitness Summer Camp,” an online webinar series for kids.
- Learning content at your fingertips for every stage of life — Plus leaders can schedule virtual presentationsYou must be on the State Farm network to access this link. for their team or department.
Stay in the know
For access to the latest workshops, resources, and other valuable information, don’t miss the monthly CYFF newsletter.