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UNIT PLAN

Plan, Save, Succeed! Achieving Financial Literacy Goals 

In these math lessons, students will solve problems related to budgeting, income, saving, and credit.

Plan, Save, Succeed! Achieving Financial Literacy Goals 

Overview

Welcome to Plan, Save, Succeed!, a new financial literacy program designed to address important personal finance concepts — such as budgeting, income, saving, and credit — in a real-world context that middle school students will find meaningful.

Developed by The Actuarial Foundation with Scholastic, the program provides knowledge and skill-building activities through a fun, relatable story line about two siblings saving to buy a car. They construct a budget and learn about earnings and deductions from work, interest from saving, and the cost of credit.

Objectives

Students will:

  • Consider the role saving plays in financial planning by creating monthly budgets
  • Learn about voluntary and involuntary salary deductions, and calculate the dollar amount of deductions by applying the relevant percentage
  • Learn about various interest-bearing bank accounts, and use fractions, decimals, and percentages to calculate interest

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