Wealth+Management

Wealth Management

Financial Literacy Project Rubric


 * Topic 1: Deciding What You Want in Life **

__**S.M.A.R.T Goals**__ **S**= Specific **M**= Measurable **A**= Attainable **R**= Relevant **T**= Time-bound





** Topic 2: Setting Financial Goals **

Notes Documents

** Topic 3: Earning Your Money **

Notes Income and Education [] W-4 Link: [] I-9 Link: []

Internal Revenue Service Link: []

** Topic 4: Allocating Your Money to Achieve Goals ** Article: "How to Go Broke Like a Rock Star" []

[]

Notes: Worksheet:
 * Topic 5: Tracking Money **

** Topic 6: Borrowing Money **

Notes:

Links: Moneyville []

Worksheet:



[|Car Loan Application]

Notes:
 * Topic 7: Paying Your Way **

[|Utility Bill] [|Utility Bill 2]



1040 [] 1040EZ []