Introduction

You have the power to improve your financial future. Financial health brings security, prosperity and peace of mind.

Each section of this website is broken out into three categories:

Learn

Calculate

Act
Gain knowledge and insights on financial topics. Use powerful calculators to help with financial decisions. Log in to your plan website and take actions.

"Get started and on your way to financial freedom!"

Budgeting & Debt Management

Knowing where your money goes based on your personal financial obligations is an important first step in planning and saving for your future.

Learn

Calculate

Act

  • Log in to your account to explore tools and take action:
  • Link your accounts
  • Budgeting = spending accounts
  • Budget Widget Dashboard
  • Debt = credit cards, mortgage, student loans, car loans, etc.
  • Net worth

Live well quick tip

Linking accounts is quick and easy to do. More importantly, it unlocks several other features that give you a 360~degree view of your finances. Learn How to Link Accounts

Get personalized assistance to meet your unique financial wellbeing needs. Schedule today.

Saving & Investing

The unique benefits of the Baylor Scott & White Health Retirement Savings Plans include automatic payroll deductions, both pretax and Roth contributions and a generous match—making it a great way to save. Plus, you have a wide-variety of investment options and services. Take a holistic look at your financial picture—including saving/investing accounts outside of BSWH—to make informed decisions.

Savings

Learn

Calculate

Act

  • Log in to your account to explore tools and take action:
  • Link your accounts
  • Savings planner
  • Emergency savings widget
  • Net worth

Investing

Learn

Calculate

Act

  • Log in to your account to explore tools and take action:
  • Managed Accounts*
  • Asset allocation models
  • One-time advice
  • Net worth

Live well quick tip

Review your contribution rate today and see how small changes now, can lead to significant benefits in the future.
View Your Account

* Online Advice and the Professional Management Program are part of the Empower Advisory Services suite of services offered by Empower Advisory Group, LLC, a registered investment adviser. There is no guarantee provided by any party that participation in any of the advisory services will result in a profit.

Retirement

Have a strategy in place that will allow you to continue living your current lifestyle once you're no longer working. Whether you're getting close to retirement or still have many years to go, it's never too soon to start planning ahead.

Learn

Calculate

Act

  • Log in to your account to explore tools and take action:
  • Retirement Planner
  • Enroll in your plan
  • Advice – consolidation
  • Link accounts
  • Set up a Retirement Readiness Review

Live well quick tip

One of the best ways to learn if you are on track to have the retirement income you need is to schedule a Retirement Readiness Review. Schedule today

Protection & Wills/Estate Planning

As your savings continue to grow, it becomes even more important to ensure that you protect your assets. Taking steps to protect the money you've saved matters to both you and your loved ones.

Learn

Calculate

Act

  • Log in to your account to explore tools and take action:
  • Designate/update beneficiaries
  • Create strong login credentials

Live well quick tip

Check out quick and easy tips on how to keep your assets, personal information and accounts secure and protected.
Get tips

Focused Education & Life Events

Everyone has questions about their finances that are unique to their situation. As life brings you new twists, turns, and adventures, learn how to make changes to the way you're currently planning and saving.

Focused education

Reserve your spot to attend a live, virtual educational webinar. Can't attend? No problem! All webinars are recorded for your listening convenience. Learn More

Life events

Get personalized assistance to meet your unique financial wellbeing needs. Schedule today.

Live well quick tip

Each month Empower hosts a live education series featuring different financial topics.
Learn more

Want more help?

Here are some different ways to get additional assistance:.

Learn more about which option is best based on your needs.

To learn more about other benefits offered, visit BSWHealth.com/Benefits

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