Financial coaching & resources
Protect your finances by securing favorable credit rates, guarding against unexpected legal and health care expenses and taking advantage of financial planning and counseling services.
Start your journey to financial wellbeing with the financial self-assessment provided by My Secure Advantage (MSA). This online assessment is your first step to learning about the benefits offered by Adobe through MSA, including free money coaching. The assessment will help you gauge where you are in terms of your financial goals and provide personalized information on budgeting, investing and planning for retirement. It will also help you create action plans to reach your goals.
Ready? Log in to the MSA website, scroll down to “Features and Benefits,” and select “Assessment.” If you do not have a username and password, you can access the site here and complete your registration.
Budgeting and spending support tool
Want to boost your financial wellness? Look no further than Wallet! It’s an easy-to-use tool that can help you take control of your spending and saving. And it’s 100% secure, so you don’t have to worry about anyone accessing your personal info. Better yet, it’s free to all Adobe employees.
Wallet can help you:
- See all your accounts, investments, bills and budgets in one place.
- Create a manageable budget and track your spending.
- Co-browse with your coach for expert guidance.
Visit the My Secure Advantage site to sign up and start getting your finances in order.
Financial wellness coaching
Adobe offers unlimited free money coaching for employees and their families. Sessions are one-on-one, confidential and provided over the phone. Money coaches are certified financial planners, tax experts, and family law and estate planning specialists. Discuss subjects like debt, credit, spending, mortgages, loans, taxes, retirement, investing and more. You can schedule your consultations online by registering/logging in to adobe.mysecureadvantage.com or by calling My Secure Advantage at 888-724-2326 to get started.
529 Education Savings Plan
As your children focus on their education, we'll help you save for it! You can set aside money for qualified K–12 or college education costs and let it grow tax-free. Vanguard’s 529 Selection Tool will provide personalized guidance on selecting the best 529 plan for you, based on where you live and your investment preferences. This tool will inform you about the Vanguard 529 plan and other plans in your state that may be better for you due to tax benefits. So, you have nothing to lose and a lot to gain by checking it out!
Tax preparation and guidance
Through My Secure Advantage (MSA), get confidential help at no cost to you from an MSA tax specialist who can review your current and previous returns and discuss strategies for saving more and owing less.
You can also get discounted rates on TaxAct’s online tax-preparation and filing services, including TaxAct’s maximum refund pledge, accuracy guarantee and price-lock guarantee. Call 888-724-2326 or visit adobe.mysecureadvantage.com to get started.
Finding a financial advisor
If you’re searching for a financial advisor, make sure you choose the right person to fit your specific needs and financial goals. Make an informed decision by asking the important questions that help you:
- Determine their personal fit and level of experience in the areas that matter most to you
- Understand their fees and responsibilities
- Learn their general support model and financial planning capabilities
- Know their level of guidance around Adobe’s equity programs
- Identify their support if you are considering retirement
We’ve put together a list of potential questions [PDF] that you can use to help guide your conversation.
In addition, you have access to financial advice services through Vanguard and eTrade.
Adobe employees enjoy affordable banking and personal service at KeyPoint Credit Union. Become a member today by opening a free Organic Checking account or an Unlimited Checking account with ATM fee rebates and enjoy low-rate auto loans, home loans and credit cards; over 30,000 fee-free ATMs nationwide; free mobile and online banking and a debit card with free rewards! Visit kpcu.com/joinnow or call 888-255-3637.