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A Financial Report

Eleventh graders assume the role of a financial adviser analyzing the financial situation and making recommendations for a family wanting to purchase a house. Students compile a financial report with an analysis of the family's financial situation, one-time costs when purchasing a house, a recommended down payment, monthly expenses, mortgage payments based on interest rates and amortization periods, and a recommendation for an appropriate mortgage.

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Resource Details

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Resource Type
Lesson Plans
5 days
Instructional Strategy
Included Materials
  • Worksheet