Saving & Investing Lessons

Welcome to our page on saving and investing! We believe that understanding how to save and invest money is a crucial skill in financial literacy. Our resources are designed to provide a comprehensive understanding of saving and investing, including creating a budget, setting financial goals, and exploring different investment options. Whether you’re a teacher, parent, or financial educator, our collection of lesson plans, worksheets, and activities will equip you with the tools you need to teach these critical skills and empower students to take control of their finances. From building an emergency fund to exploring the stock market, our materials will help students develop healthy financial habits and achieve financial success.

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  • Saving and Investing Money Lessons



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    AI Technology Investing. Bubble or Opportunity Lesson

    In this lesson, students will learn about AI technology and its transformative impact on personal finance. Understand the skyrocketing growth of AI companies, the potential for an AI bubble, and the importance of investment diversification and comprehensive financial planning. This lesson offers a compelling and accessible exploration of the impact of AI technology on the … Continue reading AI Technology Investing. Bubble or Opportunity Lesson


    Saving Money When You are Broke Lesson

    In this lesson, students will learn eight important steps for saving money. They will learn how to save money by assessing their financial situation, creating a budget, cutting expenses, prioritizing paying off high-interest debt, building an emergency fund, looking for additional income sources, automating their savings, and staying committed and accountable to their goals. CONCEPTS … Continue reading Saving Money When You are Broke Lesson



    What is the Federal Reserve Lesson

    What is the Fed and what does it do? In this lesson, students learn the role of the Fed, or Federal Reserve, which is the central bank of the United States, in managing the economy and preventing financial crises through monetary policy. It covers the various ways the Federal Reserve regulates financial institutions, influences interest … Continue reading What is the Federal Reserve Lesson



    Tax Tips to Help Save Money

    Filing taxes and navigating the complexities of the tax code can be overwhelming. In this video, we’ll share some tips to help you make the most of filing your tax return. Using this as a warm-up or lesson starter is an effective way to engage students in a practical and relevant topic that directly affects … Continue reading Tax Tips to Help Save Money




    What is Yield? How to Calculate

    Learn the basics of investment yield, definition of yield, and how to calculate the percentage yield formula for bonds and stock dividends. CONCEPTS Use this video lesson on the topic to discuss the financial terminology and basic economic and related concepts of Yield Investment Return Bonds Stocks PROCEDURE Hand out the worksheet below (see the … Continue reading What is Yield? How to Calculate


    How to Prepare for a Recession

    Learn the basics of how to prepare yourself for a recession, economic loss, or potential job loss. Learn important steps and tips to help prepare and protect yourself for a decline in the economy, a layoff, job loss, unemployment, or other related event. CONCEPTS Use this video lesson on the topic to discuss the financial … Continue reading How to Prepare for a Recession