Celebrate, Learn, Share: It’s National Financial Literacy Month

Education is one of the most important building blocks of my business. It has been for the more than 30 years I’ve been in business. Working with clients whose goal is to create the most comfortable retirement possible is even more interesting when they take an interest in understanding the financial basics. I also encourage my clients to teach their children and grandchildren about financial literacy. So, as we enter into Financial Literacy Month which began on April 1st, I see this as a great opportunity to promote financial literacy even more ardently.


According to a recent forbes.com article, “Financial Literacy Month’s beginnings go back more than two decades. The campaign began as Youth Financial Literacy Day, first introduced by the National Endowment for Financial Education (NEFE).” https://www.forbes.com/advisor/banking/national-financial-literacy-month-celebrate-learn-share/


Apparently, as the story goes, back in the year 2000, NEFE handed over the reins to the Jump$tart Coalition, which expanded the one-day campaign to an entire month called Financial Literacy for Youth Month. Eventually, the name was changed to Financial Literacy Month. Four years later in 2004, the Senate passed a resolution to recognize April as Financial Literacy Month.


Whether you would like to deepen your own financial literacy or help your children or grandchildren deepen theirs, this is a great month to set a few goals toward that end. You’ll find some great resources embedded in the forbes.com article. If you would like to attend any of my educational events, please give our office a call to get on our list so we can be sure to notify you of upcoming events.



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