Retirement/Investing

The Goal of this unit is to Apply financial literacy to decision-making as related to  personal monetary planning. 

This entire unit is estimated to take 16-7 School Days at 45-60 minutes per day. 

Standards:

CT.ACDP.06.05 Explain the relationship among principal, term of loan, and interest rate charged.

CT.ACDP.05.05 Examine a variety of financial planning/management software options.  

Assignments:

Retirement

1. Retirement/Investing Study Grid

2. Why Should You Save For Retirement- Schoology Discussion or can be done as a google doc

3. Retirement Notes- print worksheet or can be done as Schoology Assignment

4. Retirement Account Matching- Schoology Assignment

5. Compare Types of Retirement Accounts- print worksheet or can be done as Schoology Assignment

6. Analyze Investing for Retirement- print worksheet or can be done as Schoology Assignment

7. Lets Review- Retirement- https://lms.fcps.org/course/2723468951/assessments/7346084862

Investing

1. Investing Opening- Schoology Assignment or can be done as a google doc

2. Investing 101- Google Assignment- Students will need to make a copy

3. Simple and Compound Interest Edpuzzle Video and worksheet- print worksheet or can be a Schoology Assignment

4. Stocks, Bonds and Mutual Funds- Schoology Assessment

5. Cryptocurrency- Google Assignment- Students will need to make a copy

6. Investing with STAX- Google Assignment- Students will need to make a copy

7. Retirement/Investing Matching Definitions- Schoology Assessment

8. Retirement/Investing Quiz- Schoology Assessment