Customer Stories

“I’m at a place in my life where I can comfortably retire.”

Lenetta Lee, Ph.D. | University administrator | 52 years old
Participant since 1998

Get to know Lenetta Lee

Personal and professional information about Lenetta Lee

Lenetta takes a hands-on approach to financial planning

Are you on track for retirement?

“I feel like I am on track because I think about it and plan for it. I also monitor my accounts. With TIAA, I have access to my accounts, so I am able to keep tabs of where I am at any time.”

What motivates you?

“I grew up poor. We were rich in many ways, but grew up [financially] poor. There were seven of us, and at a young age I set goals for myself. Certain things that I knew I just did not want to go through, and that’s exactly why I went to college, that’s exactly why I save. I want to be comfortable at 65, because I’m comfortable now.
In terms of earning and obtaining certain degrees, taking on specific jobs, that’s my source of motivation. I want to know if I decide to I could choose to live somewhere else—on an island, in a different state, or down south. I want to be comfortable enough to have choices. Choices are a big thing to me.”

How does TIAA help you keep your retirement goals in sight?

“When TIAA’s financial consultants come to campus, I attend those meetings. I also go online and access my account details there. The online tools are simple and easy to use.”
Working Together

How has TIAA helped you?

“My TIAA financial consultant helped me come up with a plan to fund my son's high school tuition."
– Lenetta Lee

Helpful guidance

When Lenetta was looking into ways to pay off her son’s last semester of private school, she turned to TIAA consultants for help. “My financial consultant remained on the phone with me through the entire process. She was patient and informative.”

Informed decisions

When TIAA’s financial consultants come to campus, Lenetta likes to attend presentations and seminars to keep herself informed, though she prefers to interact online. “I find it easy to navigate the [site].”
Mutual Funds

Save money for the things that are important to you

Besides her 403(b), Lenetta is saving for the long-term with mutual funds. Investing in mutual funds can help you save and grow your money for the things that are important to you. Consider when you will need the money and how much risk you’re comfortable with.

A rainy day

Lower risk mutual funds, for shorter time horizons, can help you protect your money and make sure it’s there when you need it.

The retirement you want

An assortment of mutual funds, with various risk levels, can help you invest for the long term in your employer’s retirement plan, an IRA, or a brokerage account.

A new home

Growing family? Thinking about a bigger place? Whatever your plans, mutual funds can help you invest for your next home.

Learn more about how TIAA’s mutual funds can help you meet your savings goals.

Lenetta's Inspirations

“I love developing young professionals as well as helping my colleagues grow."

Discover more


We’re here to help

Getting more out of your retirement plan with help from TIAA.

Wondering if you’re ready?

We can help you decide when to retire.

Individual Advisory Services

Get personalized financial advice when life gets complicated.

Tools & calculators

Figure out if you’re on the right track and what to do next.
This article/story describes the circumstances and experiences of a specific participant from one or more of the companies in the TIAA organization (“TIAA”). It may not be representative of the experience of other TIAA customers and is not indicative of future performance or success. Individual results and experiences will vary.
This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.