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Mrs. Joanne Bergin
Personal Finance
MADISON CENTRAL HIGH SCHOOL
MADISON,   MS   39110
SchoolNotes last updated: Wed Aug 13 16:58:34 CDT 2008    Number of Visits: 1633
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Personal Finance

Welcome to my class.  Personal Finance allows students to explore personal financial decision-making.  It also helps individuals use skills in money management, record-keeping, banking, and investing.  The course accomplishes this by the study of basic concepts involving economics, insurance, banking, credit, and other related topics through theuse of business research tools and technological resources.  Guest speakers with expertise in these fields will also share with the class.  Some of the topics covered will be career planning, preparation of budgets, consumer skills, checking accounts, investment applications, and comparison of housing options.

8/7/08     Course introduction, Syllabus,
                classroom policies, File management:
                    
   Students will learn to make decisions, understand the economic systems, and the consumer's role in the economy.  
8/15:  Homework due:  How to spend $1,000,000  Use handout.                  
  Test on Decision Making on 8/21

Learned how to prepare a Powerpoint Presentation

8/15  Begin working on PowerPoint Presentation on career that the student will choose and research.  To be presented to class

Quiz on 1st 10 Words of the Day




   PowerPoint Screen Test
   PowerPoint presentation - projects  Continue Presentations

  Give notes on Letter of application and Resumes
Students will write a letter of application and  prepare a resume.  

- Students will complete letters of applications,resumes, application forms, and interviewing skills.  

9 weeks Test on Economy, Identity Theft, Scams/Schemes and Career Planning.  Thursday March 13

March 6 Begin Unit on Taxation,  Students spend class period Reading Chapter 5 on Taxes and answering study guide and terms.

March 10  Give students History of Taxation Paper Assignment.

Instructions:
Assignment Due March 27, 2008     THIS IS A TEST GRADE!!

Start now—Do not wait until the night before and have computer problems, etc.

Research the history of taxation in the U.S., in a paper include the answers to the following questions:  
·What was the history behind the phrase “taxation without representation”?  
·When did income taxes begin in this country, and why were they instituted?  
·What were some issues debated about income taxes in the early years and today?
·How has the collection and spending of taxes changed over the years?  

Make sure that you list your sources.  DO NOT COPY AND PASTE INFORMATION FROM A WEB SITE.  This should be a research paper—use your own words.  Do not list questions and answers.

Use a proper header including Name, Date, and Class Period.  Reports always have a title and are double spaced.

No LATE papers please.  If you do not have a computer or have trouble with your computer, the lab is open from 7:30-5:00 every day or you may come during your study hall, break, lunch time, etc.

March 10  Work on Taxes and Your Paycheck
      Various in-class activities including completion of W-2, W-4, and 1040 EZ tax form
March 27 - Project due on History of Taxation
      Research paper following handout given in class.

9 weeks test:  March 12 Covering:  Consumerism, PowerPoint, Identity Theft and Careers

March 25 - March 31 Continue discussion of Taxes and filing 1040E,
April 4 Test on Income and Taxes

April 4 Begin unit on Budgeting  
    Skit, powerpoint, notes, activities,etc

Homework:  Read Chapter 6, complete handout

xxxxxxxx Budgeting test
          
xxxxxxxxx  Work on Banking (activities in class)
        Homework assigned when needed to complete activities.  Students should check with me for those.
xxxxxxxx  Test on Banking
xxxxxxxx  Vocabulary List Quiz 7

xxxxxxxx  Saving and Investing

Savings assignment due:  xxxxxxx

Test on Saving and Investing:  xxxxxxx
xxxxxxx  Credit and Credit cards
               Various in class activities and projects
xxxxxxx  Transportation and Insurance

Exam and review schedules (Continue Exam Review)

See Exam Schedule for date of your exam
xxx  1st and 2nd (review 5 & 6)
xxx  5th and 6th (review 3 & 7)
xxx  3rd and 7th (review 4 & 8)
xxx  4th and 8th

    
                    
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