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Federal Reserve Bank
Retirement Planning
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.
PricewaterhouseCoopers
Saving and Investing: Building Wealth for Financially-Secure Futures
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.
Curated OER
7 Ways for Gen Xers to Help Secure Their Retirement
Students explore the concept of budgeting. In this budgeting instructional activity, students read an article about preparing for retirement. Students create a budget of household expenses during retirement and create a savings plan for...
National Research Center for Career and Technical Education
Business Management and Administration: Compound Interest - A Millionaire's Best Friend
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...
Curated OER
Retirement: Show Me the Money!
Students explore the concept of retirement finances. In this retirement finances lesson, students discuss what it means to save, invest, risk, or the time value of money. Students play the stock market game. Students interview a parent...
Curated OER
Saving Private Pensions
Students consider the importance of financial security after retirement, examine current problems with pension plans in the private sector, research different retirement options, and create a "How it Works" poster.
Curated OER
Saving For Retirement
Students examine the fundamentals related to saving for retirement and investing such as return on investment, compound interest, and planning for different rates of savings. They see the importance of setting long term saving goals.
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,...
Bowland
Torbury Festival
Have you been to Torbury Fair? In the set of four lessons, learners solve a myriad of problems related to a music festival, including situations involving floods, market stalls, cows, and emergency plans.
Curated OER
Play Ball: A Major League Review Game
In this review and test-taking practice lesson plan, the classroom is set up like a baseball field. The class is set up into 2 teams and has to answer questions that moves them along the bases like in baseball. The team that wins has the...
Visa
Financial Forces: Understanding Taxes and Inflation
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...
Curated OER
Money Matters - Teaching About Economics
The right money lesson plans can teach students about economics in an engaging way.
Conneticut Department of Education
Personal Finance Project Resource Book
Balancing a budget, paying taxes, and buying a home may feel out of reach for your high schoolers, but in their adult years they will thank you for the early tips. A set of five lessons integrates applicable money math...
Curated OER
Planting Phil's Garden
Students explore gardening. In this agriculture lesson, students plan and plant seeds according to the procedure modeled by a "master gardener." Flowers are distributed at a local retirement home.
Curated OER
The Ice Cream Shop
Second graders read books about ice cream and plan an ice cream sundae party for the class. They research ingredients and determine how much the party cost each student. They hold a mock opening for an ice cream store and have their party.
Curated OER
Financial Dieters Make Progress
Students give financial advice. In this financial instructional activity, students read real-life financial problems. They explore the problem and make recommendations for a financial remedy.
Money Math for Teens
Debt Elimination - Power Tools for Building Wealth
What does it mean to be wealthy? Your learners will consider how carrying debt affects budgeting, and learn about the debt snowball strategy and how is it used in the concept of eliminating debt in order to build wealth.
Curated OER
Take Time to Save Now
Young scholars 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...
Curated OER
Introduction to Earning Interest: What are APR and APY?
Students explore saving and investing money. For this middle school personal finance lesson, students define and use investment vocabulary, explore compound interest and its effect of savings, and compute simple and compound...
Visa
Make It Happen: Saving for a Rainy Day
Every little penny counts, especially when it comes to saving for emergencies or long-term goals. Pupils evaluate different saving and investment strategies, such as a CD or money market account, through worksheets and by...
Council for Economic Education
Opportunity Cost
The price of those new shoes involves more than just money! Individuals explore the concept of opportunity cost using a video clip and gratification discussions. They prepare a budget based off of their set of values in regards to...
Curated OER
How Does the Stock Market Really Work?
Investigate the stock market as it relates to the business world. Young scholars investigate ways to invest their money for the future. They make a presentation and discuss their findings with the class.
Practical Money Skills
Saving and Investing
Learn the difference between saving money and investing money, as well as the advantages and disadvantages of each. Kids review banking and personal finance terms before studying the different ways that people can reach their financial...
Curated OER
Decimal Word Problems
In this decimals activity, learners solve 10 different word problems that include using decimals. First, they determine the amount of change received from a cashier given a specific amount. Then, students write a decimal representing the...