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Estate Management Tips: April Is For Learning About And Sharing The Value Of Financial Literacy

Image of financial literacy finances creating a will budgeting  on estate management asset protection law site

April is National Financial Literacy Month. What a great time to deepen your own understanding and to help your children, grandchildren and loved ones learn about financial literacy. In my opinion, the value of financial literacy cannot be overestimated. I see it as one of the most important keys to living well.

Financial literacy is defined as “the possession of the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources.” That does not mean that you need the kind of in-depth skills that a financial advisor would require. It simply means having enough of an understanding to make wise decisions, one of which might be to hire a financial consultant and certainly, as you plan for a comfortable retirement, developing an estate and asset protection plan.

Helping your children learn the basics of financial literacy could spark a desire to learn more. Who knows, your kid could decide to become a financial planner or pursue a career in the financial profession. But, before we get too far ahead, let me say there are resources available throughout the month to encourage financial literacy. You can find many of those resources here:

In the meantime, you might want to brush up on or share with your children the key components of financial literacy I’ve listed below. You can delve into each area at

The 5 Key Components of Financial Literacy include:

  • The Basics of Budgeting. Creating and maintaining a budget is one of the most basic aspects of staying on top of your finances. …
  • Understanding Interest Rates. …
  • Prioritizing Saving. …
  • Credit-Debt Cycle Traps. …
  • Identity Theft Issues & Safety.

I hope you’ll take the time to take whatever the next step is in your life toward greater financial literacy and financial well-being. If that step includes exploring the options for developing an Estate and Asset protection plan, give me a call.

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