Learning Goals
Students will be able to calculate sales tax, discounts, and total costs for personal purchases using percent relationships.
Students will be able to write and solve budget equations and inequalities for monthly income, fixed expenses, savings, and spending goals.
Students will be able to analyze rent, taxes, utilities, and unexpected expenses in a realistic adult budget scenario.
Students will be able to create a multi-step personal finance plan that allocates income across saving, spending, and future goals.
Students will be able to explain how financial choices affect short-term needs and long-term aspirations in a written or oral reflection.
Students will be able to collaborate to design and revise a financial presentation that communicates budget decisions clearly to an audience.
Products
Personal Budget Analysis Report and Spreadsheet
Students create an individual report with a linked spreadsheet showing a monthly budget, tax calculations, savings plan, and responses to unexpected expenses. The product includes written explanations of financial decisions and how the plan supports personal goals.
Future Funds Festival Financial Workshop Presentation
Teams design and present a workshop for the Future Funds Festival that teaches an audience how to build a realistic budget and make responsible financial choices. The presentation must include a collaborative slide deck, a model budget scenario, and clear speaking roles for each member.
No rubric has been generated yet.