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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    Spending Plans

    Students learn about making spending plans and the importance of saving. Teaching Objectives: Identify categories for spending plans. Recognize the importance of saving some money for future needs. Suggested Grade Level Pre-K – 2nd Grade Lesson Excerpt: Preschool-aged children are capable of learning simple spending plans. Early training in categorizing money establishes patterns for future … Continue reading Spending Plans


    Longevity and Retirement

    Students learn about the different needs of individuals as it relates to saving for retirement. Teaching Objectives: Examine the investment needs of different individuals and make recommendations for their retirement strategies.  Evaluate longevity and life-span statistics to predict the numbers of years they will live in retirement and expected income needs. Standard 6: The student … Continue reading Longevity and Retirement


    Planning for Your Retirement

    Students learn about saving for retirement. Teaching Objectives: Identify and evaluate different retirement options. Explain the different types of risk associated with long-term planning. Apply the different types of risk to the various investment products, such as stocks, bonds, mutual funds, etc. Standard 6: The student will explain and evaluate the importance of planning for … Continue reading Planning for Your Retirement


    Time is Money – Saving and Investing Options

    Students will learn about how different investment strategies varies by individual needs. Teaching Objectives: Determine how various saving and investment strategies vary with individual needs and circumstances.  Evaluate the impact of inflation on future earnings,saving, and investments.  Identify the different types of saving and investment products required to meet their financial goals. Standard 5: The … Continue reading Time is Money – Saving and Investing Options


    Saving and Investing Tools

    Students will learn about different ways to save and invest. Teaching Objectives: Examine different savings and investment products available. Compare the costs (risk) and benefits (rate of return) of different savings and investment products and strategies. Standard 5: The student will analyze the costs and benefits of saving and investing. Suggested Grade Level 6th – … Continue reading Saving and Investing Tools



    Saving and Investing: Getting Started

    Students will learn the reasons for saving money. Teaching Objectives:  Identify the reasons people save and invest.  Weigh the costs and benefits of saving and investing.  Explain the difference between saving and investing. Standard 5: The student will analyze the costs and benefits of saving and investing. Suggested Grade Level 6th – 12th Grade Lesson … Continue reading Saving and Investing: Getting Started