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Personal Finance
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This Personal Finance Project Resource Book has been developed to provide high school teachers of
business and mathematics with lesson plans that are designed to simulate five types of business decisions
that most adults face on a regular basis. Incorporated into this document are separate student
projects in the areas of federal income tax filing, budgets, credit cards, mortgages and loans, and
saving and investing.
With personal debt levels continuing to rise and responsibility increasing for funding one’s own
retirement, it is vital that students leave high school with a strong foundation in the major components
of personal finance. Students who have been exposed to these projects are reported to have
returned after graduation to tell their teachers that they refer to the exercises in this five-part portfolio
during adulthood.
Two Connecticut teachers – Diane Jakobsen and Kathy Deasy of Northwestern Regional High School
in Winsted – developed and have co-taught this set of student projects and are hereby acknowledged
by the State Department of Education for their contributions to this document
Don Goranson - Personal Name
1st Edition
NONE
Personal Finance
Banking And Finance
English
Connecticut State Department of Education
2008
1-70
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