Personal Finance
Marketing
Business CAM
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31 Complete Checking Simulation-January- The checkbooks are to stay in the classroom. Complete the simulation for January. Leave the checks in the checkbook - do not tear out. Put the worksheet in the checkbook and turn into the cupboard for your period. Make sure your name is on the worksheet. Interest and Rule of 72. Answer questions using whatever resource you wish to use (Internet, textbook, NEFE workbook, etc)
| 1 Discussion of Cash Flow from the book Rich Dad Poor Dad by Robet Kiosaki Update prices of your five stocks.
Good luck girls soccer. | 2
Discussion of Award Letters for College.
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3 Go over Compound Interest and Rule of 72. Saving and Investing - Read ch. 8 in text (p. 147-161). Terms to understand as you read: Principal, interest, nominal rate, true annual percentage rate (effective yield or effective rate), diversification, liquidity. Answer applications 1-11 at the end of the chapter.
The much anticipated return of The O.C. - But who really cares about The O.C when you can watch Laguna Beach - The Real O.C. season two. |
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Savings and Investing - Review Ch. 8. Article - "Banks reap billions from stealth fees" Discussion on compounding, pay yourself first (PYF), time value of money, taxes |
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| 6 | 7 Investing Discussion on compounding, and PYF (Pay Yourself First) Review Interest and Rule of 72. Understanding the difference between nominal rate and effective yield. Nominal rate vs effective yield. What the heck is the difference. Investment pre-test If absent last Friday - Click on to Money 101 and go to lesson 4 (Investing). Read the lesson (6 pages) and take the test at the end. After test is complete, show me results of your test. | 8 Video from History Channel on The Stock Market. Discussion of how a company goes "public". BeginThe Stock Market and You worksheet.
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9 Update stocks February Checking simulation Student of the Day: Tiffany Martin | 10 Finish February Checking simulation. When completed, begin to work on "The Stock Market and You" packet that was handed out Tuesday - . You may skip activity 7 if you wish. Be sure to put your names on these. New grades are posted.
| 11 Begin Stock Market WebQuest We will use smartstocks.com as a back-up. ContinueStock Market WebQuest |
12 Good luck girls Soccer team. |
| 13 | 14 BeginThe Fundamentals of Investing presentation. Discuss IPO's, Laddering and Insider Trading.
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15 Continue Power Point presentation The Fundamentals of Investing ContinueStock Market WebQuest You should be on the "Process" section of this assignment. Read instructions Carefully.
| 16 Special Link for Tiffany Martin and Michelle Hulliet IRS Video - Taxes and You
| 17 Form W-4 - explanation and filling out. Can you claim exemption from withholding? Not if you are a dependent. Use this tax tutorial to find out what a dependant is. Tax returns - Filling out 1040EZ using the 1040EZ instructions
Complete form 1040EZ for Joe K. Red case study using the 1040EZ instruction booklet (Do not print out the instruction booklet!) Auto Insurance-Notes | 18 Complete Simulation 3 from the IRS website to complete the tax form for Tasha Miller. Take the remainder time in class to Review for Final - Study Guide It has been my pleasure to have all of you in class. I hope you enjoy the rest of your senior year. Let me leave you with one last quote: "If you are bored with life, if you don't wake up every morning with a burning desire to do things - you don't have enough goals." |
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| 20 | 21 Finals
| 22 Finals
| 23 No School | 24 Thanksgiving | 25 No School |
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IRS Video - Taxes and You Form W-4 - explanation and filling out. Can you claim exemption from withholding? Not if you are a dependent. Use this tax tutorial to find out what a dependant is. Tax returns - Filling out 1040EZ using the 1040EZ instructions Review for Final - Study Guide |
| 27 | 28 Course Description & Class Expectation
Income/Expense Sheets Discussion of Budgeting - Having discipline. PYF. Using Microsoft Excel to creat a budget. Make a best-guess budget for yourself for a one month period. Use the example on page 82 for a reference. You will compare this budget to your income and expenses for one month. | 29 Income/Expense Sheets Make a best-guess budget for yourself for a one month period. Use the example on page 82 for a reference. You will compare this budget to your income and expenses for one month. Financial Planning Quiz at the completion of the reading.
| 30 Income/Expense Sheets Review Ch 5 - Financial Planning and Legal Documents.
Homework: Prices and deposits of three like-size apartments in 1. Portland, 2. Bend, 3. any college town + document your sources. Due Tomorrow. |
December 1 Income/Expense Sheets Grade Scale: Excel Turorial using budget.xls
| December 2 Income/Expense Sheets Excel - graphing and text boxes Continue Real World WebQuest Grade Scale: | |
