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A comprehensive guide from TIAA-CREF providing financial wellness tips, tools, and checklists designed for employees of the State University of New York to help manage retirement planning and financial
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How to fill out Your Fiscal Fitness Review

01
Gather your financial documents, including bank statements, pay stubs, and investment account statements.
02
List all sources of income, including salary, side jobs, and passive income.
03
Calculate your total monthly expenses, categorizing them into fixed and variable costs.
04
Assess your current debts, noting down the balances and interest rates for each.
05
Evaluate your savings and investments, including retirement accounts.
06
Identify your financial goals, both short-term and long-term.
07
Fill out the review form by entering all gathered data accurately.
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Review your completed Fiscal Fitness Review to ensure all information is correct.

Who needs Your Fiscal Fitness Review?

01
Individuals seeking to understand their financial health.
02
People wanting to set or assess their financial goals.
03
Those needing assistance in budgeting and managing expenses.
04
Anyone looking to prepare for retirement or large financial commitments.
05
Families wanting to enhance their overall financial wellness.
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People Also Ask about

Financial fitness means feeling confident and secure about your financial situation – Managing your money in a way that allows you to meet not only your current needs but your long-term goals as well.
What is financial fitness? Put simply, it is the skills, knowledge, and tools that help you make sound financial decisions. Have you ever put money in a savings account? Or thought about your retirement options? These are the building blocks of a financially fit lifestyle.
Financial fitness, or wellbeing, is about feeling comfortable and in control of your financial position. It means having the knowledge and confidence to make the most of your money – on a daily basis and through planned and unplanned events.
Financial fitness means feeling confident and secure about your financial situation – Managing your money in a way that allows you to meet not only your current needs but your long-term goals as well.

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Your Fiscal Fitness Review is a comprehensive assessment that evaluates your financial health, including income, expenses, debts, and savings, to provide insights and recommendations for improving your fiscal stability.
Individuals or businesses that want to assess their financial condition and create a plan for better financial management are encouraged to file a Fiscal Fitness Review.
To fill out your Fiscal Fitness Review, gather your financial documents, such as income statements, bank statements, and expense reports. Follow the form's instructions to report your income, expenses, debts, and assets accurately.
The purpose of Your Fiscal Fitness Review is to provide individuals and businesses with a clear understanding of their financial situation, highlight areas for improvement, and offer actionable suggestions for achieving better financial stability.
You must report detailed information about your income sources, monthly and annual expenses, current debts, assets, and any other relevant financial data that reflects your overall fiscal state.
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