Welcome to Personal Finance! Let's learn the ways to Accumulate Wealth and then Manage that Wealth, so you can reach your personal financial (and retirement!) goals.
Financial Terms of the Day:
Create a folder and label it, Terms
  • Create a list in Excel, Save as financial glossary
  • Each test at the end of every unit will include any terms that we learned during that time period.
Financial Literacy Challenge: http://challenge.treas.gov/index.htm
JumpStart Financial Literacy Quiz: Test your Knowledge!
Let's take the Junior Achievement Financial Assessment: http://newstudentcenter.ja.org/assessment/index.aspx
UNITS
1. Introduction to Personal Finance and Life-Cycle Planning

 

2. Career and College Research: Invest in Yourself

Job Interview Project - Download and Save directions and attached notes

3. Spending Plans

4. Credit Reports and using Credit Cards Appropriately

5. Financing a Car
 
 
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    • 6. Mortgaging a House

    Most Expensive Home in the US

    7. Insurance

    8. The Stock Market

          Input different Scenarios

     

    10. You are the Financial Advisor - Final Project

    You will be assigned a Client. This is a case study in financial planning and applying all that was learned in this course.  You will get to know your client by assessing their lifestyle wants, needs, values and income. You will present your plan to the class. Good luck!
    Ben
    Carlos
    Mandy
    Monica
    Taylor

    Top Investments:

      1. Retirement Planning -IRAs
      2. Pension Fund
      3. 401K Plan
      4. Mutual Funds
      5. Individual Retirement Account (IRA)
      6. Hedge Funds
      7. Index Funds
      8. Real Estate

      CNN MONEY LESSONS/Online QUIZZES: http://money.cnn.com/magazines/moneymag/money101/