Money Management

April is National Financial Literacy Month

DATE | 04/02/19
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Since 2003, April has been recognized as National Financial Literacy Month—a time to highlight the importance of financial literacy and help people learn and maintain healthy financial habits.

We love the national focus on financial literacy because it reinforces our belief that education is fundamental to the financial security of those we serve.

To help you achieve your financial goals, consider these resources that promote financial literacy in April and all year long.

Money Smart Week, March 30 – April 6, 2019
Money Smart Week® is a public awareness campaign designed to help consumers better manage their personal finances. The website offers a plethora of financial resources and information all year long.

MyMoney.gov
Find financial information for your personal and professional use as an educator. You can also access a clearinghouse of federally-funded research reports, articles and datasets on financial topics.

Money Management International’s Thirty Steps to Financial Wellness
Offers a 30-step path to help you achieve financial wellness during the month of April. Includes budgeting tips, quizzes, information on how to save money, tools to track your income and expenses, and more.

Jump$tart Coalition for Personal Financial Literacy
A national coalition of organizations dedicated to improving the financial literacy of pre-kindergarten through college-age youth. It strives to prepare youth for life-long successful financial decision-making by providing advocacy, research standards, and educational resources. Click here for Wisconsin’s Jump$tart page.

Retirement Toolkit (PDF) 
The Department of Labor, the Social Security Administration, and the Centers for Medicare and Medicaid Services have collaborated to provide a list of publications and interactive tools to help in your retirement planning, plus information on how to contact them with specific questions.

Don’t forget to set up your financial consultation

Make an appointment for a financial planning service* with Member Benefits. Or call 1-800-279-4030. Summer appointments fill up fast.

*All investment advisory services are offered through WEA Financial Advisors, Inc. Consultation is free; however, if you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing. Must meet eligibility rules to participate. Family members may also be eligible. Call for details. Wisconsin residency required.