Lesson Plan
Visa

Financial Forces: Understanding Taxes and Inflation

For Teachers 9th - 12th Standards
Take the opportunity to offer your young adults some important financial wisdom on the way taxes and inflation will affect their lives in the future. Through discussion and review of different real-world scenarios provided...
Lesson Plan
PricewaterhouseCoopers

Saving and Investing: Building Wealth for Financially-Secure Futures

For Teachers 9th - 12th
While spending is fun, saving for a retirement is the future. Young adults learn about the importance of saving and different opportunities to do so during their adulthood. 
Lesson Plan
Visa

Nothing But Net: Understanding Your Take Home Pay

For Teachers 9th - 12th Standards
Introduce your young adults to the important understanding that the money they receive from their paychecks is a net amount as a result of deductions from taxes. Other topics covered include federal, state, Medicare and social...
Assessment
CCSS Math Activities

Social Security Trust Fund

For Students 9th - 12th Standards
Will Social Security still be around when you retire? Given data on the predicted balance of the social security fund over time, scholars plot the points on a coordinate grid and determine if a quadratic regression fits the data. They...
Lesson Plan
1
1
The New York Times

Understanding the Mathematics of the Fiscal Cliff

For Teachers 9th - 12th Standards
What exactly is the fiscal cliff? What are the effects of changing income tax rates and payroll tax rates? Your learners will begin by reading news articles and examining graphs illustrating the "Bush tax cuts" of 2001 and 2003. They...
Lesson Plan
Curated OER

FILLING EMPTY POCKETS: BORROWING, LOANS AND CREDIT.

For Teachers 9th - 10th
Students learn that maintaining financial security takes a good math understanding. In this lesson, students apply mathematical formulas to make important financial decisions like getting the right loan to buy a house, decide which...
Lesson Plan
PwC Financial Literacy

Finanacial Responsibility and Decision Making: Personal Information and Identity Theft

For Teachers 3rd - 5th
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...
Lesson Plan
2
2
Federal Reserve Bank

Retirement Planning

For Teachers 9th - 12th Standards
It's never too early to start saving for retirement. In fact, the earlier one starts, the better! Use this retirement planning activity to teach the importance of a retirement strategy and why to start at a young age. 
Activity
Curated OER

Advanced Math Budget Project

For Teachers 11th - 12th Standards
What financial situations and decisions await young learners after they graduate from high school? This project allows class members to glimpse into the types of responsibilities they will have as adults, from considering job...
Lesson Plan
Curated OER

Living on a Fixed Income

For Teachers 11th - Higher Ed
Students examine living on a fixed income. In this financial analysis instructional activity, students discuss living on a fixed income and discuss wants and needs. Students research money saving tips and create a PowerPoint about the...
Lesson Plan
Curated OER

Scoring a Financial Education

For Teachers 10th - Higher Ed
Pupils explore the concept of money management. In this money management lesson, students read an article about pupils taking a finance course in high school and college. Students discuss the importance of money management. Pupils write...
Lesson Plan
National Research Center for Career and Technical Education

Business Management and Administration: Compound Interest - A Millionaire's Best Friend

For Teachers 6th - 12th Standards
Many math concepts are covered through this resource: percentages, decimals, ratios, exponential functions, graphing, rounding, order of operations, estimation, and solving equations. Colorful worksheets and a link to a Google search for...
Lesson Plan
Curated OER

The Real Cost of College

For Teachers 7th - 8th
How do people pay for college? Learners explore the concept of paying for college, they discuss possible ways to pay for college, research the cost of colleges, room and board, and other college living expenses.
Website
Other

Tax history.com Federal Income Tax History

For Students 9th - 10th
TaxHistory.com provides a detailed look at the development and history of the federal income tax. Content addresses the roots of the federal income tax with the 1894 Income Tax Act, the reasoning behind the 16th amendment, the two uses...