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10 QUESTIONS TO ASK WHEN CHOOSING A FINANCIAL PLANNER is a brochure that will help you interview and evaluate several financial planners to find one that’s right for you. It will help you select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs. An interview checklist is included for your convenience.
360 DEGREES OF FINANCIAL LITERACY is a website where consumers can find extensive free resources to help them make sound financial decisions through every stage of life, from childhood to retirement. The site is free from all advertising, sales and promotions.
A CONSUMER'S GUIDE TO E-PAYMENTS provides tips on how to make online transactions as safe and secure as possible. Although fraud and deception on the Internet cannot be controlled, steps can be taken to recognize, avoid and report it. Most consumers use credit or debit cards to pay for online purchases, but other payment methods, like e-wallets, are becoming more common.
A FINANCIAL FLOWER GARDEN helps students expand their knowledge of whole number computation by solving multiplication and division math problems. Students use online technology and other reference materials to research their projects. The United States Mint H.I.P. Pocket Change™ Web site (www.usmint.gov/kids) offers many additional free educational resources in personal finance.
In this lesson, students read a story about a young girl, Sara. Having always made gifts, Sara wants to buy a gift for Mama. Students create/illustrate a booklet describing Sara's and their short-term savings goals. Lesson uses the children's book, A GIFT FOR MAMA, by Esther Hautzig.
"A Penny Saved" explains why and how people save, and the importance of saving to the U.S. economy. The cartoon-style booklet focuses on advantages and disadvantages of various savings methods, such as U.S. Savings Bonds, stocks, and mutual funds. The concept of compound interest is explained. All public info materials are for download only on the website, www.ny.frb.org
ADDING PENNIES, NICKELS AND DIMES activity has students add and organize the coins to display a variety of price values from real life examples. The United States Mint H.I.P. Pocket Change™ Web site (www.usmint.gov/kids) offers many additional free educational resources in personal finance.
MoneySKILL, an online course in personal finance, is a highly interactive, reality-based internet curriculum. Its purpose is to teach students to make informed financial decisions. The course consists of 34 "How to" modules on income, money management, spending, credit, saving and investing. Each module is designed to be approximately 40 minutes in length and includes interactive quizzes to measure student learning. MoneySKILL includes two life simulation activities which ask students what they expect to get out of life: what kind of job, what kind of house, what kind of car, do they plan to marry, how many children, and how will they save and invest.
ALEXANDER'S COIN CONUNDRUM lesson is based on Judith Viorst's book "Alexander, Who Used to Be Rich Last Sunday". Students use several computation techniques to calculate how Alexander spends all of his money in no time at all. The United States Mint H.I.P. Pocket Change Web site (www.usmint.gov/kids) offers many additional free educational resources and classroom activities for personal finance.
ASK QUESTIONS ABOUT YOUR INVESTMENTS is a booklet where you’ll find guidance on questions you should ask about investment products, the people who sell those products, and the people who provide investment advice to you. It also includes some helpful tips on how to monitor your investments and handle any problems. When ordering, the booklet is called, "Questions You Should Ask About Your Investment."
AUTOMOBIhLE AND HOME INSURANCE workbook (Teacher version) provides 10 chapters of instruction covering insurance basics, managing risk, how policiy prices are calculated, and more. Students gain skills needed to be a savvy insurance consumer. The teacher version provides short quizes and answers, discussion questions, key terms, case studies and additional activities. Supplemental lesson plans are also available.
AUTO FINANCING ROAD MAP will assist educators in teaching about auto financing. It offers information and tools needed to hold an auto financing workshop or class, or to incorporate auto financing know-how into existing financial literacy programs. CD includes PowerPoint Presentations, worksheets, quiz, handouts, and more. It provides answers to commonly asked questions that educators need to know when they teach about buying a car.
AUTO SERVICE CONTRACTS explains the differences between service contracts and warranties. Discusses key terms: cost, coverage, claims, and buyer responsibilities.
AVOIDING CREDIT AND CHARGE CARD FRAUD identifies steps to make it more difficult for a crook to get your credit or charge card or card numbers. It provides tips on how to report losses and fraud as well as to how to protect yourself against fraud.
AVOIDING STUDENT CREDIT CARD DEBT is a free online article providing information about credit cards marketed to college students. Topics include card marketing techniques, interest rates, how to comparison shop for the best card, proper use of cards, and the importance of credit education.
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