Federal Reserve Bank
Retirement Planning
It's never too early to start saving for retirement. In fact, the earlier one starts, the better! Use this retirement planning activity to teach the importance of a retirement strategy and why to start at a young age.
Visa
Nothing But Net: Understanding Your Take Home Pay
Introduce your young adults to the important understanding that the money they receive from their paychecks is a net amount as a result of deductions from taxes. Other topics covered include federal, state, Medicare and social...
Curated OER
"Golden" Years?
The Golden Years? Upper graders may think retirement is a long way off, but in life everything is just around the corner. They consider what it means to retire and the current trend of parents working for their Students. They research...
Curated OER
How Much Will You Have When You Retire?
Learners examine how a 401(k) plan operates. They discover the implications of retiring early or late. They use the internet to research different retirement plans. Handouts are included.
Curated OER
Medicare Reform
Students calculate how much of each paycheck is deducted into the Medicare system, explain the need for health insurance and Medicare, and work in small groups to develop their own plan to reform Medicare.
Curated OER
Can You Afford to Retire?
Students participate in a game in which one group acts as the company and the other group acts as the employees. They examine what happens when the company files for bankruptcy. They discover labor strategies as well.
Curated OER
What's the Best Age to Retire?
In this retirement worksheet, students read a 7-paragraph article regarding retirement ages around the world. Students respond to 7 graphic organizer, matching, and short answer questions regarding the article. Vocabulary words and...
Curated OER
Social Security Hits First Wave of Boomers
High schoolers explore the concept of social security. In this social security lesson, students read an article about social security and whether or not it will last. High schoolers discuss ideas on what to do when social security runs...
Curated OER
7 Ways for Gen Xers to Help Secure Their Retirement
Students explore the concept of budgeting. In this budgeting lesson, students read an article about preparing for retirement. Students create a budget of household expenses during retirement and create a savings plan for that budget.
Curated OER
What's the Best Age to Retire?
Students examine the retirement age. In this global studies lesson, students read a selection (the selection is not included) regarding the retirement age in different countries and discuss the content of the reading selection.
Curated OER
Retirement: Show Me the Money!
Students explore the concept of retirement finances. In this retirement finances lesson, students discuss what it means to save, invest, risk, or the time value of money. Students play the stock market game. Students interview a parent...
![Actuarial Foundation: Building Your Future: Succeeding [Pdf] Lesson Plan](https://d15y2dacu3jp90.cloudfront.net/images/attachment_defaults/resource/large/FPO-knovation.png "Actuarial Foundation: Building Your Future: Succeeding [Pdf] Lesson Plan")
Other
Actuarial Foundation: Building Your Future: Succeeding [Pdf]
Through information, examples, and practice, students learn about the costs and advantages of post-secondary education, how to understand the potential earnings and benefits of a job, how to make a budget, and why it is important to...
Other
First gov.gov: Senior Citizens' Resources
Resources to help senior citizens find information on issues such as health issues, housing, consumer protection, and more from the federal government.
University of California
Death and Taxes: How Longer Life Will Affect Social Security
This site offers an essay addressing the problem of mortality decline and the viability of Social Security in the long run. Contains footnote references.
CNN
Cnn Money: Investing in Bonds
Information about investing in bonds. Including why buy bonds, how they work, the risks and a glossary.
Other
National Endowment for Financial Education: Smart About Money
On this site students can learn about financial planning and the many decisions adults have to make during life events and their money. Helpful tips, printable worksheets and links to additional resources are provided on a wide variety...
Discovery Education
Discovery Education: Web Math: Math for Everyone
Provides online programs and explanations on everyday math: calculating a tip at a restaurant, determining the sale price of an item, finding the odds of winning a lottery, computing simple and compound interest, and more.
Other
Retirement planner.org: Pension Plans
The two types of pension plans, defined benefit plans and defined contribution plans, are defined, and specific examples of defined benefit plans and defined contribution plans are listed and described.
CNN
Cnn Money: Tax Guide
Information about taxes including paying taxes, filing a return, audits, tax planning.
Practical Money Skills
Practical Money Skills: Countdown to Retirement
Discover whether your budgeting skills will leave you wealthy or land you in the poor house in this engaging interactive game. This game teaches practical life skills for developing sound budgeting practices and making good financial...
Other
Smart About Money: Your Spending, Your Savings, Your Future [Pdf]
Covers a broad range of topics to help students getting ready to start their way in the adult world, managing their own financial welfare.
Practical Money Skills
Practical Money Skills: Financial Calculators
Explore your own financial information in greater detail by using these powerful tools for forecasting and assessing your financial choices. During the process, you might discover expenses you can eliminate or more effective ways to...
Other
Mature Resources: Your Connection to Positive Aging
An e-magazine that tackles issues that senior citizens face in contemporary America such as aging, eldercare, legal matters, etc.
Other
Fool.com: All About Ir as Introduction
A very complete source of information regarding IRAs. Links that tell about IRAs, give calculations, and prepare you for retirement are included.