Personal Finance : College and Beyond



Date:
Class Activity
Homework
Tues
5/7
  • Lecture and Marriage - Start Personal Finance Unit
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  • Interview your parents and complete the home management assignment (page 2) home management ), interactively read pages 1&3 and turn in a copy of your joint budget that we started in class
  • INote: You should start keeping track of your finances (#6). Each couple must keep a two week budget in a journal. The budget will be collected on 5/21. The journal should have the following: a. A statement of your net worth b. List of how much you spent c. An evaluation of how you will pay for this over the course of the next year d. A stated plan for saving money e. A stated plan on what credit card you plan to open and why that particular card is useful. It will be due on 5/21)
  • Print out and bring to class the film guide for the Retirement Gamble
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    Thu
    5/9
  • Continue Lecture: Personal Financial Literacy (Credit Cards & Debt)
  • Discussion Credit Card Deals
  • Credit Card Report
  • Check this website
  • Keep track of every expense on your phone the next ten days.
  • Take the Personal Finance Test
  • With you partner find and print out a specific credit card deal and write on paragraph on why it is the best choice for you.
  • By the end of the year it would be beneficial to make sure you have plans for a credit card and active control of a bank account. Talk to your parents about this. Also, you need to track your spending for the two weeks.
  • Reminder that your couples budget and student budget are due on Monday. Go to the website and use the downloadable worksheet. Use this opportunity to talk to your parents about your college funding.
    • Mon
    5/13
  • Finish Film on Debt and start film The Retirement Gamble
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  • Activity forms due a week from Thursday. SMASHn counts.
  • Bring a copy of your current resume to class.
  • Don't forget to continue tracking your 2 week budget.
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    Wed
    5/15
  • Personal Finance Lecture Continued: Bankrupt at 23
  • Work on your Resume and LinkedIn Profile.
  • Research salaries by major
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  • Don't forget to continue tracking your 2 week budget.
  • Complete the activities we began in class today.
    1. Bankrupt at 23,
    2. Your updated Resume
    3. Print out your updated LinkedIn Front Page.
    4.salaries by major
  • Print out one copy of the Resume Check List
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    Fri
    5/17
  • Job Search Activity
  • Develop a Cover LetterFill in the info on (Page 3)
  • Then develop an actual Cover Letter
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  • Complete Cover Letter
  • Complete the Job Search List
  • Staple your resume check list to your rough draft Resume, and updated Resume
  • Prep for mural or regular final. I will label your groups slot on Monday morning. Bring equipment - Suggestions: Thoroughly wash your wall then primer it. Bring sponges, newspapers or drop cloths, and pencils/sharpies to do your design before you paint it. Get some extra bright colors of paint from (Acrylic Outdoor Paint from Kelly Moore is especially good)
    • Tues
    5/21
  • Junior Achievement Presentation on Personal Finance
  • Bring back your government books on Friday
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    Thur
    5/23
  • Science Test :(
  • Activity forms due on Thursday.
  • Here is a PDF of the important slides from my personal finance lecture to help you. It has the tax information too.
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    Tues
    5/28
  • Food Sign Up
  • Asilomar Debrief
  • Complete Student Credit Packet
  • B=M.A.P. in action.
  • Turn in your activity forms (30 points)
  • Turn in your I&E and parent discussion (25 points) The questions are:
    1. What is my financial plan for college? -what will you be paying for? a) books, allowance etc? b) If I'd like to study a semester abroad or in D.C., is that something you will pay for? -Based on parent contribution, will I need a job to cover the rest?
    2. I think I need a credit card for emergencies and to start building up a credit rating. I am concerned about the pitfalls of debt. Do you have advice and can you help me get a credit card? Can we schedule a time now to work on an application? The card I'm interested in getting is the ____________card.
    3. How do I start saving for a house?
    4. How/when do I start saving for retirement? -Mr. Davey suggests I get a Roth IRA but I also want money for college. If I work this summer and put money into a Roth IRA will you give me back some of this money to use for college expenditures?
  • Bring back your government books on Thursday
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    Thu
    5/30
  • MAP Mural Presentations
  • MAP Surveys and Potluck
  • Help the world become a better place.
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