Personal Finance Project

3-5 Page Personal Finance Project

NO AI assist

100% authentic work

The topic of the term project will be selected by the student. That being said, the student will address the topic over a lifetime as stated in our textbook. What that means is you will consider the “topic” selected over each stage of “your” life cycle.

Topic option one:: “Investing for Retirement, Planning Over a Lifetime”

Topic option two: “Using Credit and Consumer Loans Planning Over a Lifetime”

TOTAL GRADE No Credit Part Credit Full Credit Grade

PRE-FAMILY INDEPENDENCE: AGE 20s

No participatio n

0 points

The student did not fully describe goals and objectives

0 - 15 points

The student completely described tangible, measurable goals

25 points

FAMILY FORMATION/CAREE R DEVELOPMENT: AGE 30 – 45

No participatio n

0 points

The student makes some revisions to plans and objectives but insufficient to realistic life scenarios. Salary increases, marital status, etc.

0 - 15 points

The student revised plans and objectives based upon specific assumptions made regarding career, salary, family status, etc.

25 points

PRE-RETIREMENT: AGE 45 – 65

No participatio n

0 points

The student revised plans and objectives based upon specific assumptions made regarding career, salary, family status, etc.

0 - 15 points

The student revised plans and objectives based upon specific assumptions made regarding career, salary, family status, etc.

25 points

RETIREMENT: AGE 65 AND BEYOND

No participatio n

0 points

Limited revision of plan given life cycle status.

0 - 15 points

Revise plan in light of more conservative life cycle status.

25 points