Your Money Line
Your Money Questions. Answered.
Managing your finances can be challenging at any stage of life. Through Your Money Line, you have access to trusted Financial Guides who can help you navigate budgeting, saving, debt, and retirement planning. The platform also lets you connect your accounts, track spending, and monitor your credit — giving you a clear picture of your financial well-being and peace of mind for the future.
This benefit is completely free and confidential for participants. Your information is never shared with your employer, so you can get honest, judgment-free guidance to support your financial goals.
They make it easy to get started. Schedule an introductory meeting today by finding a time that works for you on their calendly page.
Your Money Line FAQs
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Getting started with Your Money Line is easy. You can register, call, email, or schedule a meeting with a Financial Guide in just one click using the link below.
If you are registering a new account, use employer code: pensionfund.
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A conversation with a Your Money Line Financial Guide is a great place to start your financial journey. Your Money Line has shared what you can expect from a typical call with a Financial Guide in this article.
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Your Money Line is here to help you make sense of your money, explore your options, and feel confident making informed decisions. Their team of financial guides can educate you on a wide range of topics and help you think through trade-offs that fit your goals and comfort level. There are, however, a few areas where they have to draw the line to stay objective and compliant.
- Investments: They can help you understand how different investment options work, how risk and diversification fit into long-term planning, and what questions to ask when evaluating your choices. The goal is to make investing feel less intimidating and more approachable.
What they cannot do is tell you exactly what to buy, sell, or hold, or recommend specific investment products, funds, or strategies. Because they do not know your complete financial picture, they focus on education, not direction. - Taxes: They can help you understand how different types of accounts are taxed and what to consider when planning ahead. They will explain the general differences between accounts like Roth IRAs, traditional IRAs, and brokerage accounts so you can make informed decisions.
What they cannot do is tell you which account to invest in or withdraw from, or how a specific decision will affect your personal tax situation. Since they do not have access to your full tax picture, they focus on education and help you prepare the right questions for a tax professional. - Estate Planning: They strongly believe that nearly everyone should have basic estate planning documents such as a will, power of attorney, and healthcare directive, but they cannot give legal advice or help you structure your estate. They can explain what these documents do, why they matter, and what to discuss with an attorney.
Here’s what Your Money Line can do overall: They will help you understand your options, learn how to think about trade-offs, and prepare the right questions for your tax, legal, or investment professionals. The goal is to make sure you walk away more confident, informed, and ready to take the next step. Whether that means creating a plan to pay down debt, improving cash flow, saving for retirement, or building long-term security, they are there to guide you through the process with education, empathy, and clarity.
- Investments: They can help you understand how different investment options work, how risk and diversification fit into long-term planning, and what questions to ask when evaluating your choices. The goal is to make investing feel less intimidating and more approachable.
Stability Academy
Is financial stability standing between you and less financial stress? Stability Academy is provided as part of Your Money Line, and is designed to guide you to more secure financial ground by focusing on small, easy steps that help you stabilize your current financial state.
Stability AcademyNEW: Financial Account Integration from Your Money Line
The My Finances feature allows participants to securely connect all their financial accounts in one place — including checking and savings accounts, credit cards, loans, investments, and retirement accounts. With real-time updates, spending insights, and credit monitoring, participants gain a clear view of their overall financial well-being and can make more informed decisions. All information is protected with bank-level security and encryption, ensuring data remains private and confidential.
Participants can access Your Money Line and explore the My Finances feature at app.yourmoneyline.com/redirect/my-finances. Once logged in, you also have the opportunity to connect with a Financial Guide for personalized, judgment-free support tailored to your unique goals.