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, April 22–29, 2017
Money Smart Week® is a public awareness campaign designed to help consumers better manage their personal finances. This is achieved through the collaboration and coordinated effort of hundreds of organizations across the country including businesses, financial institutions, schools, libraries, not-for-profits, government agencies and the media. Check for free educational activities and events in your community.
NIFEL Annual Summer Institute (scholarships available)
Teachers of personal finance, family and consumer sciences, social studies, economics, math, business and others who want to acquire the skills to teach personal finance should check out this highly effective training program. Three sessions will be offered this summer at Edgewood College in cooperation with the Wisconsin Department of Financial Institutions. Some scholarships are available through Member Benefits.
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.
The Investor's Clearinghouse
The Alliance for Investor Education provides a range of information to help people make wise investment decisions. Their website has a wide variety of resources for you as a consumer as well as some teaching resources for your classroom.
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
Sign up for a free one-hour financial planning consultation or fee-based financial planning service* online 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. Must be a WEAC member, Wisconsin public school employee, or current participant in a Member Benefits program to participate. Family members may also be eligible for fee-based services only. Call for details. Wisconsin residency required. Fees and services subject to change.