Your Go-to Guide for Financial Planning

There are certain milestones that when reached can help you achieve your financial goals. Use this checklist as your financial planning cheat sheet.

by NEA Member Benefits

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Infographic for Financial Planning

NEA Smart Money Account

A one-of-a-kind way to make the most of your money: investment and growth with the potential for higher returns. Spend whenever you need, manage bills, make deposits, or simply watch your money grow. Fund your NEA Smart Money Account by linking an existing bank account or by setting up direct deposit.

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NEA Retirement Program

No matter where you are on your retirement path, the time to plan is now. The NEA Retirement Program gives you an easy, low-cost way to build your future retirement income along with educational resources to help you make important financial decisions.

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