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Financial Wellness An Educators Guide to Managing MoneySteve Eugene Seugene@neamb.com NEA Member Benefits Affiliate Relations SpecialistAgenda01Six Easy Steps to Build a Budget that Works 02Debt and
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01
Start by assessing your current financial situation by gathering information on your income, expenses, debts, and assets.
02
Set specific financial goals such as saving for retirement, paying off debt, or building an emergency fund.
03
Create a budget that outlines your income and expenses, and make adjustments as needed to ensure you are living within your means.
04
Educate yourself on financial concepts such as investing, insurance, and taxes to make informed decisions about your money.
05
Monitor your progress regularly and make changes to your financial plan as necessary to stay on track towards your goals.

Who needs financial wellness an educators?

01
Educators who want to improve their financial literacy and make informed financial decisions.
02
Employees in the education sector who need guidance on managing their finances effectively.
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Students studying to become educators who want to learn how to create a sound financial plan for their future.
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Financial wellness for educators refers to the state of being financially healthy and having the knowledge and skills to effectively manage their finances.
Educators who are employed by educational institutions or school districts are required to file financial wellness reports.
Financial wellness reports for educators can typically be filled out online or through a specific form provided by their educational institution.
The purpose of financial wellness reports for educators is to ensure transparency and accountability in managing their financial matters.
Educators must report their income, assets, liabilities, and any financial interests they may have.
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