April is Financial Literacy Month

National Financial Literacy month is recognized in the United States during the month of April. The goal is to promote the importance of financial literacy and to help Americans develop healthy financial habits. This is particularly exciting to our team as this is an area of focus we’re looking to help people and make a difference. As your Norfolk County Treasurer, I would pursue assembling a task force comprised of employees from the financial services sector, higher education, councils on aging and other community stakeholders to develop a constructive plan to help deliver a meaningful curriculum to all the 28 cities/towns throughout Norfolk County. We will continue to work hard to earn your support! In the meantime, during the month of April, here are a few helpful things to maybe consider for the first time or simply revisit. 1) Work on creating an emergency savings fund 2) Examine if your will and other estate planning documents are current 3) Look at your current mortgage rate and determine whether there is an opportunity to refinance 4) Rebalance your investment portfolios 5) Think about opening a college savings account for your children or grandchildren.
Disclaimer – These actions should be taken with a professional.
We certainly welcome your feedback as it relates to the topic of financial literacy.

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  • Brad Croall
    published this page in News & Updates 2020-04-06 15:06:02 -0400