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Financial Planning
Only six steps to achieving a financial goal! Provide learners of any age with the tools to make and follow through with a sound financial plan. They'll review each of six steps needed to make a solid financial plan and discuss why they...
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How to Achieve Your Financial Goals
Students explore economics by creating a budget. In this financial goal setting lesson, students investigate their use of time by completing a worksheet. Students identify financial goals they would like to achieve in the next several...
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After 6 Months of Financial Dieting
Explore the concept of financial planning by reading an article about 5 families and their plans to save money. Students discuss the progress each family made financially after three months, and then make their own financial plan.
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The Planning Commission
Students design a sound community. In this communities activity, students take on the role of city planners and identify the needs of the community. Students develop a blue print to meet the needs of the community and include new...
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Decisions, Decisions
Learners open their own financial management consulting firm, which offers a variety of financial advice. They prepare a financial plan for a simulated client.
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Family Faces a Real Struggle In Saving Money For College
Explore the concept of savings with your high schoolers. They read an article about saving money for retirement and as a way to pay for college. They discuss the financial needs of the family in the article in regards to saving for...
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We Don't Waste Money, So Where Does It All Go?
Students explore the concept of financial planning. For this financial planning lesson, students read an article about different families' financial plans. Students select 10 stocks to monitor over the next four weeks.
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A Budget Can Help Young People Cut Their Spending
High schoolers explore the concept of budgeting. In this budgeting lesson, students read an article about how a budget helps young adults keep track of their spending. High schoolers discuss financial issues that young adults have to...
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Financial Dieters Make Progress
Students give financial advice. In this financial lesson, students read real-life financial problems. They explore the problem and make recommendations for a financial remedy.
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Saving and Creating a Personal Budget
Fifth graders brainstorm ways to save money. In this financial awareness lesson, 5th graders read a chapter from the book, From the Mixed-Up Files of Mrs. Basil E. Frankweiler and create a personal budget for themselves.
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Financial Planning For Catastrophe
Students explore the concept of financial planning for a catastrophe. In this financial planning instructional activity, students discuss the devastation that Hurricane Katrina wrought on the Gulf Coast. Students create budgets to plan...
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Financial Planning for Catastrophe
Students examine the case of The Gulf Coast and relate it financial importance. In this financial planning lesson, students watch a video and then begin to analyze how to plan for the unexpected by reviewing the financial components that...
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My Bank, My Budget, My Decisions
Young scholars create a personal budget. In this financial planning lesson, students create a budget using income data and identify ways to save a portion of money for donations.
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Why We Save
Students discover how to save money. For this financial planning lesson, students read the story Spend or Save? and discuss ways to save money. Students choose a character from the story and write about a financial decision they had to...
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Planning A Household Budget
Learners experience real life by utilizing math skills to plan a household budget and enhance their financial planning skills.
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Financial Literacy - Financial Planning and Budgeting
Students discuss financial planning, budgeting money, and identifying and prioritizing personal and financial goals.
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Financial Planning: Your Road Map Unit
Students examine steps of financial planning and goal setting, determine difference between needs and wants, and prioritize, which sometimes requires opportunity costs and delayed gratification.