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The City of Portland, Oregon

Office of Management & Finance

Bureau of Human Resources

Knowledgeable | Helpful | Responsive

Phone: 503-823-3572

Benefits Line: 503-823-6031

1120 SW 5th Ave, Room 987, Portland, OR 97204

More Contact Info

Financial Wellness Education

 

MONEY MANAGEMENT AND BUDGETING EDUCATION

10 Things You Must Know About Filing for Unemployment Benefits - Overview and guide of dealing with unemployment benefits, a joint state and federal program
 Job Loss: Beyond a Pink Slip - Guide for dealing with job loss and making your next move count
Caregiver Action Network - Site for caregiver information like how to get started, balancing a job with caregiving responsibilities and more
 Interactive Online Budgeting Tool - Using this tool, you can itemize your monthly income and expenditures, highlight where your money is being spent, and identify opportunities to save more.
Voya Cares - Information about the cares and considerations of those with special needs as well as links to resources

 

 FINANCIAL WELLNESS EDUCATION

 Buying a First Home
5 Tips for Budgeting with an Irregular Income -  Tips to navigate all of your finances if you find yourself in a situation with an irregular income
 Budgeting for College Articles
 Every little bit helps! Understanding the effects of a small contribution increase
 Financial Resiliency Tips
How COVID-19 May Impact your Retirement Planning - VOYA blog focused on finical decisions
How to Set a ‘Spending Money’ Cap and Save More Every Month
Let's Talk Budgets 
The Sandwich Generation
Trim Down Your Spending Habits for a Healthier Life – Financially
 Teaching Children About Money
 Weathering the Storm
Special Report -Saving for College
 The Cost of Waiting - Start Saving Today
 Tomorrow's Scholar 529 Investor Guide
Financial Wellness Seminars
Retirement Planning if you are over 40
Retirement Planning if you are under 40
Why Save and Invest in your Retirement Plan
Saving Strategies
 Prioritizing Debt
 Establishing an Emergency Fund

 

Meet Your Yoya Financial Team 

Are you ready for your future? Your local Voya Financial Advisors are here to help you build your  roadmap to a successful retirement! They offer employees assistance with Deferred Compensation, financial wellness seminars, online tools to help you through each financial stage in your life, and personalized one-on-one meetings. Securities and investment advisory services are offered through Voya Financial Advisors, Member SIPC. 

Take advantage of your local Voya Financial Team and schedule an appointment today! Scheduling an appointment with your Voya Financial Advisor is easy using the following three methods.

  1. Online at www.booknow.so/cityofportland
  2. Over the phone by calling (503) 937-0378
  3. By email at deferredcomp@lewis-stefani.com