Curated OER
Marriage and Financial Goals, Budgeting Strategies
There is no more useful life skill to learn than budgeting and setting financial goals. It's math that is used by every person, everyday. Learners examine the responsibilities and costs involved in family economics. Through a series of...
Curated OER
Family Profile Record Sheet
In this math worksheet, students learn real world math applications for budgeting expenses in a simulated family. Students make a family profile with profession choice and monthly income. Students then fill out detailed budgets which...
Curated OER
Family Life in the 1830s
Students compare and contrast family life today with family life in the 1830s. They conduct research on Old Sturbridge Village, read primary source documents, and develop a list of generalizations comparing/contrasting families of the...
Visa
The Art of Budgeting
Class members learn how to set up and maintain a personal budget through discussion, financial planning worksheets, and a brief PowerPoint presentation.
Curated OER
Family Member
In this worksheet on family members, students describe what is meant by family, their duty to family, and family meetings. In addition, they create a budget for their family for one month keeping track of all expenses for 7 days....
Beyond Benign
Final Budget
Be sure you have enough money to build a house. The 14th lesson in a 15-part series teaches young learners to use checkbook registers. They write checks for the amounts they spend on various housing materials and keep track of...
Curated OER
Family Finances
Students examine the dynamics of family finances. In groups, they discuss the importance of a budget and create their own given a fictional amount of money. As a class, they listen to a speaker from the bank discussing the importance of...
Curated OER
Budgeting
Students explore what butgeting means. For this mathematics lesson, students determine that certain things need to be part of a budget like food and clothing by answering real-life types of questions on whether one should save money and...
Curated OER
Budget Making
Students develop a budget for spending and saving. In this economics lesson, students create a budget based on personal, family and government income. They discuss jobs at home and allowances. They discuss how they manage their money...
Curated OER
Family Financial Profile
Students investigate the cost of living. In this financial awareness instructional activity, students play a game to simulate various family situations and their incomes. Students choose activity cards and record information on their...
Workforce Solutions
Plan a Vacation
Challenge scholars to plan a vacation with a $5,000 budget. Learners review costs of transportation, meals, and entertainment while considering the number of people and destination. Worksheets provide information and...
Radford University
The Game of Life … Mathematics Style
Make life more organized using mathematics. Scholars get a good look at budgeting and personal finance by using linear equations. They research salary information and costs to develop mathematical models, including equations and graphs.
Curated OER
Married Math
Young scholars participate in a two-week real-life math unit. In pairs, they calculate salaries, taxes, and a budget, plan a vacation, buy insurance, make a will, and design a room. They conduct Internet research to plan the vacation,...
Curated OER
What Makes The Good Life
What makes a good life? What makes life hard? Get your class thinking about the global picture with this extensive packet. They read quotes from around the world, analyze statistical data from every continent, then read and answer...
Curated OER
Building Tolerance for Poverty in Math
Students explore approximate and exact solutions. In this interdisciplinary lesson plan, 6th graders will be placed in 'family groups' to create a budget that is subject to random events as chosen from the 'things happen' box. This...
Curated OER
Banking for Your Future
Students get a handle on their own personal finances. They discover how banks work, how to plan and stick to a budget, and other helpful tips on managing money. They study the Federal Reserve System, which oversees the nation's banks.
Curated OER
A Family Finance Experience
Young scholars create a budget and make predictions about money. In this algebra instructional activity,students balance spending and income by monitoring their finance.
Visa
Saving and Investing
Impress upon your young adults the importance of saving and investing, and give them a foundational vocabulary from which they can continue to build their financial literacy. This lesson plan covers short- and long-term budget goals,...
Radford University
Surviving the Month
Pupils create budgets based upon family expenditures. They determine what the monthly payments will be for buying a car and a house based on compound interest for the total amount.
Curated OER
Money Management
Young scholars choose an occupation and set up a paper family and household. They create a monthly budget, pay monthly bills and file taxes. They practice math skills using financial information and view money as a resource. They create...
Curated OER
Take Action Haiti
Using an online internet simulation, learners will role-play various members of a family living in rural Haiti. The objective is to increase global awareness by requiring them to consider poverty as an obstacle to education in Haiti....
PwC Financial Literacy
Finanacial Responsibility and Decision Making: Personal Information and Identity Theft
Elementary schoolers look into the very real, and scary, practice of identity theft. They discover the main techniques used by people who steal other people's identity. Learners produce an identity theft tip sheet and share their tips...
Visa
Road Rules: Researching and Buying a Car
How do the loan principal, interest rate, and term all factor into a monthly car payment? Introduce your class to some of the key steps and considerations of obtaining a loan and purchasing a car.
Curated OER
Take Time to Save Now
Students brainstorm reasons to save money, investigate impact of saving regularly using interactive, on-line calculators, explain how compounding interest affects savings, explore different strategies for saving money, and write personal...