Financial wellbeing resources

Wellbeing applies to so much more than our physical and mental health - our finances are also a factor. When we have financial wellbeing, we can go through life with the comfort of knowing that whatever life throws at us, we are prepared. It also allows us to live out our dreams, big and small.

Financial wellness checkup

Review your current financial situation.

Fidelity FullView

See where your money is going and make improvements.

Fidelity Goal Booster

Prepare for the unexpected. Establish an emergency fund that would cover at least three to six months of essential expenses.

Schedule a 1:1 with Fidelity

Get expert advice based on your current situation and your plans and goals; talk to a representative from Fidelity in person or virtually.

Sign up for financial education seminars

Grow your knowledge with financial education seminars.

Microsoft 401(k) Decision Guide

Use this quick reference guide to help you understand the different contribution limits and investment options available in the 401(k) Plan.

PRIME Discounts

Mortgage loan discounts, auto purchases, home, renters & auto insurance

Perks+

Tax prep, financial advising, care for children, adults/elders, pets

Family Support

Childcare Subsidies, back-up care for children/adults/elders

Spring Health

Free counseling sessions and mental health resources

College Coach

Financial planning resource, college admissions advising

Student loan refinancing

Through SoFi and FirstTech

Tuition Assistance

Financial assistance to eligible employees for undergraduate and graduate coursework

There are many ways you can maximize your savings using your pension savings plans.

401(k)

Pre-tax and Roth: Contribute $23,500 to get the $11,750 match - it's free money from Microsoft!

After Tax: Save up to an additional $34,750 in after-tax contributions and convert to Roth.

Health Savings Account (HSA)

Max out your contributions—$4,300 for individuals and $8,550 for families.

Employee Stock Purchase Plan (ESPP)

Purchase Microsoft stock at a 10% discount each quarter