Personal Finance Project
Student_198
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3-5 Page Personal Finance Project
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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
