- Ages 20-29
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), and Varicella vaccine. Ask your doctor which is right for you.
- Cancer Screening to include a skin self-exam.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade:
- Be sure to enroll your TIAA or URA accounts.
- Learn more about your retirement plan and options by scheduling a one-on-one consultaion.
- Set yourself up for financial success by setting a budget.
- Review the SAVI Student Loan service if you have outstanding student loads or the Public Service Loan Forgiveness program.
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 30-39
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Diabetes Exam starting at age 35 and should be repeated every 3 years.
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), and Varicella vaccine. Ask your doctor which is right for you.
- Cancer Screening to include a skin self-exam.
- Eye Exam* to be completed 5-10 years prior to turning 40. If you have vision problems, schedule an exam every two years or as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your finances and determine what extra can be added to your retirement.
- TIAA
- URS
- Understanding and Choosing URS Savings Plans and Investment Options
- Should I Pay Off Debt or Save?
- Attend an "Early To Mid-Career" seminar.
- Learn more about your retirement plan and options by scheduling a one-on-one consultation.
- Review the SAVI Student Loan service if you have outstanding student loads or the Public Service Loan Forgiveness program.
- Set up a my529 account to save for your children's college education.
- TIAA Video (Opening Doors to the Future- Save in a 529 College Savings Plan)
- URS Video (Understanding my529 Plans)
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 40-49
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Diabetes Exam to should be repeated every 3 years.
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), and Varicella vaccine. Ask your doctor which is right for you.
- Cancer Screening to include Colorectal Cancer (colonoscopy* every 10 years) and Skin Cancer*.
- Eye Exam* to be completed every 2-4 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your retirements goals and determine any changes that should be made.
- TIAA
- Video (Make The Move Toward Long-Term Financial Security; Your Midcareer Retirement Check-In)
- IRS Limits
- URS
- Ways To Be Generous To Your Future Self: Retirement Savings Strategies
- Take Advantage of the Versatile Roth IRA
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 50-59
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Diabetes Exam to should be repeated every 3 years.
- Osteoporosis Screening
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), Varicella and/or Shingles vaccine. Ask your doctor which is right for you.
- Cancer Screening to include Colorectal Cancer (colonoscopy* every 10 years) and Skin Cancer*.
- PSA Screening* at age 55.
- Eye Exam* to be completed every 2-4 years. Starting at age 55, complete an exam every 1-3 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your retirements goals and determine any changes that should be made.
- TIAA
- Catch-Up Contributions
- IRS Limits
- Video (Write Your Next Chapter: 5 Steps to Setting Your Retirement Date)
- Video (Social Security Considerations)
- URS
- Gaze into Your Retirement Future
- Preparing to Retire
- Attend a "Pre-Retirement" seminar.
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 60-69
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Diabetes Exam to should be repeated every 3 years.
- Osteoporosis Screening
- Hearing Test
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), Shingles vaccine, and Pneumococcal vaccine. Ask your doctor which is right for you.
- Cancer Screening to include Colorectal Cancer (colonoscopy* every 10 years) and Skin Cancer*.
- PSA Screening* .
- Eye Exam* to be completed every 1-3 years. Starting at age 65, complete an exam every 1-2 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- You can consult with Blomquist Hale about transitioning to retirement.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your retirements goals and determine any changes that should be made.
- TIAA
- Video (Basic Estate Planning Strategies)
- Video (Tax Planning Considerations)
- Video (Within Reach: Transitioning from Career to Retirement)
- IRS Limits
- URS
- Retirement Payout Options: Is A Partial Lump-Sum Option Right For You?
- How to Avoid Post-Retirement Potholes
- Creating and Living Your Purpose-Filled Retirement
- Attend a "Retirement" seminar.
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 70 and above
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Diabetes Exam to should be repeated every 3 years.
- Osteoporosis Screening
- Hearing Test
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), Shingles vaccine, and Pneumococcal vaccine. Ask your doctor which is right for you.
- Skin Cancer Screening*
- Eye Exam* to be completed every 1-2 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
Financial wellness follow-up:
- TIAA
- URS
- Spending Your Retirement Savings
Items marked with an asterisk are activities eligible for the Rewards Program.
Annual Wellbeing Check
Ensure your overall well-being by reviewing your physical, mental, and financial wellness. Find your age group below and complete your annual tune-up.
Please refer to the Physician Recommendation website if you are looking for a general practitioner, dentist, and more!
-
Women Wellbeing Checklist
- Ages 20-29
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Reproductive Health Screening*
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), and Varicella vaccine. Ask your doctor which is right for you.
- Cancer Screening to include a breast self-exam and a skin self-exam.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade:
- Be sure to enroll your TIAA or URA accounts.
- Learn more about your retirement plan and options by scheduling a one-on-one consultaion.
- Set yourself up for financial success by setting a budget.
- Review the SAVI Student Loan service if you have outstanding student loads or the Public Service Loan Forgiveness program.
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 30-39
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Reproductive Health Screening*
- Diabetes Exam starting at age 35 and should be repeated every 3 years.
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), and Varicella vaccine. Ask your doctor which is right for you.
- Cancer Screening to include a breast self-exam and a skin self-exam.
- Eye Exam* to be completed 5-10 years prior to turning 40. If you have vision problems, schedule an exam every two years or as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your finances and determine what extra can be added to your retirement.
- TIAA
- URS
- Understanding and Choosing URS Savings Plans and Investment Options
- Should I Pay Off Debt or Save?
- Attend an "Early To Mid-Career" seminar.
- Learn more about your retirement plan and options by scheduling a one-on-one consultation.
- Review the SAVI Student Loan service if you have outstanding student loads or the Public Service Loan Forgiveness program.
- Set up a my529 account to save for your children's college education.
- TIAA Video (Opening Doors to the Future- Save in a 529 College Savings Plan)
- URS Video (Understanding my529 Plans)
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 40-49
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Reproductive Health Screening*
- Mammogram*
- Diabetes Exam starting at age 35 and should be repeated every 3 years.
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), and Varicella vaccine. Ask your doctor which is right for you.
- Cancer Screening to include a breast self-exam and a skin self-exam
- Eye Exam* to be completed every 2-4 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your retirements goals and determine any changes that should be made.
- TIAA
- Video (Make The Move Toward Long-Term Financial Security; Your Midcareer Retirement Check-In)
- IRS Limits
- URS
- Ways To Be Generous To Your Future Self: Retirement Savings Strategies
- Take Advantage of the Versatile Roth IRA
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 50-59
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Reproductive Health Screening*
- Mammogram*
- Diabetes Exam to should be repeated every 3 years.
- Osteoporosis Screening
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), Varicella and/or Shingles vaccine. Ask your doctor which is right for you.
- Cancer Screening to include Colorectal Cancer (colonoscopy* every 10 years) and Skin Cancer*.
- Eye Exam* to be completed every 2-4 years. Starting at age 55, complete an exam every 1-3 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your retirements goals and determine any changes that should be made.
- TIAA
- Catch-Up Contributions
- IRS Limits
- Video (Write Your Next Chapter: 5 Steps to Setting Your Retirement Date)
- Video (Social Security Considerations)
- URS
- Gaze into Your Retirement Future
- Preparing to Retire
- Attend a "Pre-Retirement" seminar.
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 60-69
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Reproductive Health Screening*
- Mammogram*
- Diabetes Exam to should be repeated every 3 years.
- Osteoporosis Screening
- Hearing Test
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), Shingles vaccine, and Pneumococcal vaccine. Ask your doctor which is right for you.
- Cancer Screening to include Colorectal Cancer (colonoscopy* every 10 years) and Skin Cancer*.
- Eye Exam* to be completed every 1-3 years. Starting at age 65, complete an exam every 1-2 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- You can consult with Blomquist Hale about transitioning to retirement.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
It is recommended to complete the following financial wellness checkpoints during this decade
- Review your retirements goals and determine any changes that should be made.
- TIAA
- Video (Basic Estate Planning Strategies)
- Video (Tax Planning Considerations)
- Video (Within Reach: Transitioning from Career to Retirement)
- IRS Limits
- URS
- Retirement Payout Options: Is A Partial Lump-Sum Option Right For You?
- How to Avoid Post-Retirement Potholes
- Creating and Living Your Purpose-Filled Retirement
- Attend a "Retirement" seminar.
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 70 and above
It is recommended to complete the following preventative medical screenings each year:
- Physical Exam* that includes cholesterol, blood glucose, blood pressure, and body mass index screening.
- Reproductive Health Screening*
- Mammogram*
- Diabetes Exam to should be repeated every 3 years.
- Osteoporosis Screening
- Hearing Test
- Flu Shot
- Other Immunizations that could include COVID-19, Tetanus-diphtheria (every 10 years), Shingles vaccine, and Pneumococcal vaccine. Ask your doctor which is right for you.
- Skin Cancer Screening*
- Eye Exam* to be completed every 1-2 years. If you have vision problems, schedule an exam as directed by your physician.
- Dental Cleaning* should be completed twice each year.
It is recommended to complete a mental health screening each year:
- Mental Health Check which can be completed with your physician.
- If you need assistance with work or personal concerns, please reach out to Blomquist Hale for solution-focused counseling.
- If you need quick, intense assistance with mental conditions such as depression, anxiety, and more, please contact Brightside Health, a PEHP benefit.
- If you are experiencing a mental health emergency, please visit the nearest Emergency Room or call the National Crisis Line at 988.
Financial wellness follow-up:
- TIAA
- URS
- Spending Your Retirement Savings
Items marked with an asterisk are activities eligible for the Rewards Program.
- Ages 20-29