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Lesson Plan
Curated OER

Good News and Bad News: Income and Taxes

For Teachers 6th - 12th
Students examine Internal Revenue Service (IRS) Form 1040, citing particular line items that are pertinent to an artist acting as an entrepreneur. They explore various sources of income and the importance of keeping accurate income records.
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Lesson Plan
2
2
Federal Reserve Bank

Your Budget Plan

For Teachers 9th - 12th Standards
What do Whoosh and Jet Stream have in common? They are both characters in a fantastic game designed to help young scholars identify various positive and negative spending behaviors. Through an engaging activity, worksheets, and...
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Lesson Plan
Curated OER

Extra Credit: It’s No Fairy Tale

For Teachers 9th - 12th
Students discuss their knowledge of payday loans and credit cards. In this Economics lesson, students complete a read an article and Q&A activity in groups, and play a vocabulary bingo game and a quiz game on payday loans. Students...
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Lesson Plan
Curated OER

Interest Income

For Teachers 6th - 12th
Students identify taxable interest income, and report taxable and tax-exempt interest income.
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Lesson Plan
Curated OER

Money Smart Choices

For Teachers 9th - 12th
High schoolers make choices regarding money management. In this personal finance lesson, students explore budgets, incomes, and expenses as they learn vocabulary regarding personal finance and consider how to create personal...
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Lesson Plan
Curated OER

What is the Importance of Developing Job Skills?

For Teachers 7th - 8th
Financial literacy is the way to teach! The class works in small groups to discover the relationship between education and income level. They use their math and problem-solving skills to complete two different activities. They work out a...
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Lesson Plan
PLS 3rd Learning

Budget Basics

For Teachers 9th - 12th
Prepare young adults for life with various budgeting activities. Exercises include identifying fixed, variable, and discretionary income, and creating a budget based on a realistic projected income. The required website allows teachers...
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Lesson Plan
Curated OER

Invest In Yourself

For Teachers 7th - 12th
Students learn about budgeting, saving, dept, financial management, opportunity cost, and self-regulation. In this financial management lesson, students apply their knowledge of finance components and create their own web based plan...
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Lesson Plan
Curated OER

Family Financial Profile

For Teachers 3rd - 5th
Students investigate the cost of living. In this financial awareness lesson, students play a game to simulate various family situations and their incomes. Students choose activity cards and record information on their family profile...
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Lesson Plan
Curated OER

Money and Credit: Making Good Decisions

For Teachers 6th - 8th
Students participate in activities that teach them how to manage money. In this managing money lesson plan, students set long and short term goals for economic success by having discussions, identifying benefits of saving, and...
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Lesson Plan
Curated OER

The Art of Budgeting

For Teachers 10th - Higher Ed
Students create a plan to achieve personal and financial goals. For this budgeting goals lesson, students identify their sources of income and discuss being financially independent. Students record their monthly expenditures and present...
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Lesson Plan
Curated OER

Class of 2000 - Student Loans

For Teachers 10th - 12th
Students determine how they will finance their postsecondary education. In this student loan lesson, students create spreadsheets that help them budget their first year of college. Students identify methods to fund the budgets and...
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Lesson Plan
Curated OER

"Tarantula Shoes," by Tom Birdseye

For Teachers 2nd - 8th
Students read a book and explore spending, saving, opportunity cost, and trade-offs. They keep a diary of expenses to track their spending and examine their opportunity costs.
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Worksheet
Centennial College

Break-Even Analysis Worksheet

For Students 11th - Higher Ed
In this business worksheet, students compute various word problems given the fixed and variable costs involved. Then they identify from a list which are variable and which are fixed costs. Students also describe the difference among a...
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Lesson Plan
Curated OER

Filing Status

For Teachers 12th - Higher Ed
Students examine then discuss the rate at which income is taxed and the five filing statuses. They complete online simulation worksheets then they answer a list of questions.
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Lesson Plan
Curated OER

Desperation: The Great Depression

For Teachers 9th - 12th
Students examined the feelings of hopelessness that can result from losing their income, much like one-third of Americans experienced during the Depression in a small group lesson of a mock household. Students create a household budget...
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Lesson Plan
Federal Reserve Bank

The Free Silver Movement and Inflation

For Teachers 7th - 10th Standards
Why are US dollars no longer backed by gold and silver? What is our medium of exchange, and what would it be like to live in a barter economy? Learners consider these questions, as well as learn about the major historical events in the...
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Lesson Plan
2
2
Federal Reserve Bank

Savvy Savers

For Teachers 9th - 12th Standards
What are the benefits and risks of saving in an interest-bearing account? Pupils explore concepts like risk-reward relationship and the rule of 72, as well as practice calculating compound interest, developing important personal...
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Worksheet
Curated OER

Advanced Matching - Finances

For Students 9th - Higher Ed
In this financial terms worksheet, students draw a line from the financial terms on the left to their matching meaning on the right. There are 15 terms and definitions to match up.
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Lesson Plan
Curated OER

Budgeting-It Is For Everyone

For Teachers 7th - 12th
Students complete a simulation designed to show them the importance of budgeting and avoiding living paycheck to paycheck.
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Lesson Plan
Curated OER

Balancing a Budget

For Teachers 9th - 12th
Students investigate money management.  For this secondary mathematics lesson, students participate in a cost-of-living budget simulation in which they calculate monthly and yearly projected costs.  Students investigate housing...
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Lesson Plan
Curated OER

Choice, Opportunity, Cost and Decisions

For Teachers 9th - 12th
Students discuss the definition of scarcity and tradeoffs, and the differences between choice and cost. They create budgets and must provide tradeoffs for some of their choices.
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Lesson Plan
Curated OER

Calculating The Poverty Line

For Teachers 10th - 12th
Students examine the poverty line. In this poverty line lesson, students discover what the poverty line is and how the U.S. government determines it. Students calculate alternative poverty lines and examine their implications.
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Lesson Plan
Curated OER

A Money Plan

For Teachers 6th - 8th
Young scholars discuss what a budget is and its purpose. They create a draft of a simple budget that they could possible use. They discuss their trade-offs when they choose to follow a budget.