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Independent 529 Plan Member Institution

What is Financial Literacy?

Financial literacy is the ability to understand finance.  More specifically, it refers to an individual's ability to make informed judgments and effective decisions about the use and management of their money.

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Countdown To Retirement

"Financial literacy is not an end in itself, but a step-by-step process.  It begins in childhood and continues throughout a person's life all the way to retirement.  Instilling the financial-literacy message in children is especially important, because they will carry it for the rest of their lives." ~ George Carl quote