Money Management

April is National Financial Literacy Month

DATE | 04/04/24
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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. You’ll find a wealth of knowledge for your personal financial plans as well as financial literacy resources for your classroom.

Money Management International’s 30 Steps to Financial Wellness
April is officially Financial Literacy Month, but you can pledge to take these 30 steps any time you’re ready! The 30 steps are designed to help you identify your money weaknesses and turn them into strengths.

Retirement Toolkit 
The Employee Benefits Security Administration offers a list of publications, videos, and interactive tools to help in your retirement planning.

FDIC – Money Smart 
A financial education program can help people of all ages enhance their financial skills and create positive banking relationships. provides information about and links to a collection of federal guides and curricula for teaching financial capability concepts.

Jump$tart Coalition for Personal Financial Literacy
A national non-profit coalition of organizations dedicated to improving the financial literacy of pre-kindergarten through college-age youth.  Download free national standards, comprehensive content based financial education, a database of resources, and more. Click here for Wisconsin’s Jump$tart page.

Edutopia: Resources and Downloads for Financial Literacy
A comprehensive list of links to resources to help students learn financial concepts, practice money management, and build strong financial decision-making and economic-reasoning skills.
The official site to get your free annual credit reports. Credit reports play an important role in your financial life and its a good idea to regularly check your credit history.

Don’t forget to set up your personal financial consultation

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

*These products and services are offered to Wisconsin residents. 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.