Business & Personal Finance

Money to burnDo you know where you want to go in life and what you want to do?  Are you creating plans to get there?  How you manage your finances may be the difference in achieving your dreams and missing the mark.

Each day, we look at some current news and views impacting consumers and financial planning.  Mr. B's Takin' Care of Business financial literacy newsletters are online (downloadable, printable pdf files). 

We also use Kahoot regularly for formative assessments, discussion-starters, and "exit tickets".  Some of the ideas we will cover in this class include: 

  1. Identifying Needs vs. Wants
  2. Financial Decisions, Planning, and Goals
  3. Smart Goals
  4. Life Cycle of Financial Planning
  5. Planning Your Career
    1. Multiple Intelligence & Career Development
    2. Career Choices
    3. Career Development & Tips 'N Tricks for Teens
  6. Getting Paychecks and Taxes
  7. Summative Assessment:  Unit 1
  8. Savings versus Investing
  9. Banking
    1. Video:  Mr. B's Math Study Tips 'N Tricks
    2. Video:  Simple Interest and Writing prompts (.pdf form)
    3. Video:  The Rule of 72 and Writing prompts (.pdf form)
    4. Video:  Compound Interest and Writing prompts (.pdf printable)
  10. Investing
    1. Investing, Gambling, Accumulating (Video lesson with Mr. B's pop-up JavaScript quiz)
    2. Investment Risk Tolerance Quiz
    3. Video:  Relationship Between Risks and Returns and Worksheet (.pdf form)
    4. Video:  Investment Pyramid and Writing prompts (.pdf form)
    5. Stock Market (Equity/ownership in a company)
    6. Selecting Stocks:  Investment Portfolio Simulation
    7. Bonds (Become a creditor)
    8. Video:  What Not to Invest In for Beginners and Writing Prompts (.pdf form)
    9. Invest Quest
  11. Summative Assessment:  Unit 2
  12. Housing:  Renting vs. Owning
  13. Transportation
  14. Insurance
    1. Auto
    2. Home/Renters/Condo
    3. Life
    4. Health & Disability
    5. Mr. B's Online JavaScript Quiz:  Insurance Review
  15. Summative Assessment:  Unit 3
  16. Credit
  17. Financing Higher Education
  18. Buyer Beware -- Caveat Emptor!
    1. The Savvy Consumer
    2. Understanding Advertising
    3. Identity Theft Risk Assessment Quiz
    4. Privacy Please!
    5. Phishing Scams
    6. Spam Scam Slam
  19. Summative Assessment:  Unit 4
  20. EverFi Login:  Hands-on, self-paced, interactive modules  with Skills Certificate for students that complete all modules.  Sponsored by Brookfield's Spring Bank (thanks!).  The program has been featured in BizTimes.
    1. Savings
    2. Banking
    3. Payment Types
    4. Credit Scores
    5. Higher Education
    6. Renting versus Owning
    7. Insurance & Taxes
    8. Consumer Protection
    9.  Investing

Financial Literacy/Personal Finance Links

  1. 360 Degrees of Financial Literacy:  As a FREE PROGRAM of the nation’s certified public accountants to help Americans understand their personal finances through every stage of life.
  2. Bite Club:  Retirement planning game featuring vampires!
  3. Celebrity Calamity:  Manage celebrity credit cards and spending
  4. Chair the Fed:  You run a simulated economy
  5. Check it Out!  You're on your own...
  6. Gen i Revolution:  Includes fifteen financial rescue missions
  7. FarmBlitz:  Manage farm resources to build savings
  8. Finances 101: The FREE life-sized game that teaches High School Students about the financial demands of the real world.
  9. Financial Fitness Quiz
  10. Financial Football
  11. Financial Literacy (Wisconsin Institute of Certified Public Accountants)
  12. Financial Literacy for High School Students
  13. Financial Literacy Games:  Learn by Doing
  14. Financial Literacy in Action (Federal Reserve Bank of New York)
  15. Financial Literacy Links (North Summit High School)
  16. Financial Literacy Resources Guide
  17. Financial Soccer
  18. Groove Nation:  Dance and budget on the Road to LA    
  19. Lemonade Stand Simulation
  20. [The] Mint: Financial Security for Tomorrow Starts Today
  21. Money 101
  22. Money Metropolis:  Count the costs as you build your dream city
  23. Money Smarts Podcasts
  24. Peanuts & Crackerjacks:  Economics of Sports
  25. Personal Financial Literacy Resources
  26. Practical Money Skills:  Financial Literacy for Everyone
  27. Refund Rush:  Help clients split tax refunds and save during tax time
  28. Sense & Dollars:  Let's find out what you know about money
  29. Show Business: The Economic$ of Entertainment
  30. teensDollars.org
  31. US Mint:  Financial Literacy

Personal Finance Videos

  1. ABC's of Financial Literacy
  2. Beliefs and Values
  3. Choice Chance and Control - Part 1/3
  4. Choice Chance and Control - Part 2/3
  5. Choice Chance and Control - Part 3/3
  6. Financial Literacy: How Much Do You Really Know?
  7. Goal setting and visualization
  8. Leadership attitudes
  9. [The] Owner's Manual of Adulthood - Life Skills for College Students
  10. Personal Finance in High School and Beyond
  11. Smart Banking and Managing Accounts
  12. Smart Spending and Budgeting

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