Week 2 - SMART goals

Monday 9/18 - Write down (in as much detail as possible)

3 financial goals that you have:

1 for the next 3 months,

1 for the next year, and 1 for the next 5 years.

You will be assigned 1 of the topics below.

You and your group will prepare a 5 minute audio/visual

presentation on that topic.

Each group member should spend...

5-7 minutes quietly researching & writing ideas

(at least 5 sentences)

in your journal (date and label it so I'll see it on Friday)

5-7 minutes discussing, planning & preparing your

presentation with your group

4-6 minutes presenting (all group members must contribute)

- Decision making (p19-21)

- Types of expenses (p25-27)

- 6 steps to a winning spending plan (p29-31)

- Cruise to the finish line (p32-33)

- Money 911 (p34-35)

- 7 Ways to strike back (p36-37)

Due on Friday 9/22 (when I check your journal)

-> 5-7 sentence summary of your topic,

3-5 sentence summary of each other topic (6 topics total);

Information on all topics can be found on the following pages

in your"Module 1: Money Management" textbook

Tuesday 9/19 - Write down 10 things that you would like

to buy over the next 5 years. Estimate the cost of each.

Lab Assignment Due Friday -

Create a google spreadsheet with 10 things that you want to buy,

the prices, and the links to your references. Use a spreadsheet

formula to add the total cost of your 10 purchases.

share your spreadsheet with jcotter@assabet.org by 8am on Friday

Wednesday 9/20 - Write 2 SMART goals:

1 for the next 3 months

1 for the next 5 years

Exit Journal - Make this a goal SMART

"Buy a house"

Thursday 9/21

Write down 7 things you want to buy and 10 things

that you (or your parents) need to buy over the next month.

Exit Journal - What is the difference between a want and a need?

Give 1 example of each.

Friday 9/22

Write 5 things that you "want" and explain how you could get

something similar (enough) for less money?

In class:

1) hand in your journal

2) take your quiz

3) finish your spreadsheet (share it with jcotter@assabet.org)

and foolproof #2

If you are absent (or don't finish) make sure you complete

all of this work!