Learning Activities for Financial Education Programs

Learning Activities for Financial Education Programs and Teacher Lesson Plans
Curated by Barbara O’Neill, Ph.D., CFP®, Rutgers Cooperative Extension, oneill@aesop.rutgers.edu
March 2017
Time Value of Money
Time Value of Money Quiz: http://www.zenwealth.com/businessfinanceonline/TVM/TVMQuiz.html Quiz
Answers: http://www.zenwealth.com/businessfinanceonline/TVM/TVMQuiz.html
Time Value of Money Calculator: http://www.zenwealth.com/businessfinanceonline/TVM/TVMCalculator.html
Time Value of Money Calculator Introduction:
http://www.zenwealth.com/businessfinanceonline/TVM/TVMCalcIntro.html
Time Value of Money Calculator (American Century Investments):
https://www.americancentury.com/content/americancentury/direct/en/investment-planning/investment-
calculators/general/time-value-calculator.html
Time Value of Money Calculator (Inceptia): http://apps.nslp.org/nslpcalculators/timevalue.html
Future Value Calculator (Investopedia): http://www.investopedia.com/calculator/fvcal.aspx
Present Value Calculator (Investopedia): http://www.investopedia.com/calculator/pvcal.aspx
Future Value of an Annuity (Investopedia): http://www.investopedia.com/calculator/annuityfv.aspx
Present Value of an Annuity (Investopedia): http://www.investopedia.com/calculator/annuitypv.aspx
Time Value of Money Lesson (CEE econedlink): http://www.econedlink.org/teacher-lesson/37/Time-Value-Money
Time Value of Money Case Study Problems (Kutztown University professors): http://blog.cengage.com/wp-
content/uploads/2014/07/WINTER-2011.Derstine.Grant_.Time-Value-of-Money.pdf
Time Value of Money Problems (Finance in the Classroom):
http://financeintheclassroom.org/downloads/TimeValueMoney.pdf
Time Value of Money Problems (University of Texas Dallas): http://www.utdallas.edu/~merville/calculator.htm
Personal Finance Basics and the Time Value of Money (Florida International University: Textbook Chapter,
Problems, and Time Value of Money Tables): http://www2.fiu.edu/~keysj/CH_01_KDH.pdf
Time Value of Money (Pinterest Page): https://www.pinterest.com/explore/time-value-of-money/
Time Value of Money Magic! Lesson Plan (Take Charge Today):
https://takechargetoday.arizona.edu/system/files/Time_Value_of_Money_Magic_ALT_3.0.25_0.pdf
Time Value of Money: Timing is Everything Lesson Plan (AICPA):
https://txcpa2b.files.wordpress.com/2015/10/aicpa_lesson10.pdf
Convert Consumption Into Labor “Money Value of Time” Worksheet (Rutgers Cooperative Extension):
http://njaes.rutgers.edu/sshw/workbook/12_Convert_Consumption_Into_Labor.pdf

Money Value of Time (The Huffington Post): http://www.huffingtonpost.com/rory-vaden/money-value-of-
time_b_4453136.html
Compound Interest
Compound Interest Calculator (CEE econedlink): http://www.econedlink.org/tool/2/
Compound Interest Calculator (Moneychimp.com):
http://www.moneychimp.com/calculator/compound_interest_calculator.htm
Compound Interest Calculator (Investor.gov): https://www.investor.gov/additional-resources/free-financial-
planning-tools/compound-interest-calculator
Compound Interest Calculator (Bankrate): http://www.bankrate.com/calculators/savings/compound-savings-
calculator-tool.aspx
Compound Interest Calculator (Nerd Wallet): https://www.nerdwallet.com/banking/calculator/compound-interest-
calculator
Compound Interest Calculator (CalcXML): https://www.calcxml.com/calculators/interest-
calculator;jsessionid=39E7365B44D92AEEB6E19D61ADEB4A13?skn=#results
Compound Interest Lesson Plan (CEE econedlink): http://www.econedlink.org/teacher-lesson/1258/Compound-
Interest
Calculate: Compound Interest Lesson Plan (Next Gen Personal Finance): http://www.gooru.org/player/1d7e659d-
e36c-4e2c-a726-8a8e9a8c2991?resourceId=7d00c737-19e8-450e-94d1-f83828daf178&type=collection
Money Math for Teens: Middle School Version (FINRA Foundation):
https://www.saveandinvest.org/sites/default/files/Intro-to-Earning-Interest-Middle-School.pdf
Compound Interest Pays Off Infographic (Bankrate.com): http://www.bankrate.com/finance/savings/compound-
interest-pays-off.aspx
Compound Interest: Friend or Foe? Infographic (CashMoneyLife): http://cashmoneylife.com/compound-interest-
investing-infographic/
Compound Interest Infographic (Prudential): https://www.prudential.com/financial-edu/compound-interest
Compound Interest Napkin Sketch (Add Infographic): http://addinfographic.com/compound-interest/
Rule of 72
Rule of 72 Calculator (Money Chimp): http://www.moneychimp.com/features/rule72.htm
Rule of 72 Calculator (Calc XML): https://www.calcxml.com/calculators/double-savings?skn=73#calcoutput
Rule of 72 Activity (Kent Eberspacher, WY Teacher):
http://www.lake.k12.fl.us/cms/lib05/FL01000799/Centricity/Domain/6377/Rule%20of%2072.pdf
Rule of 72 Worksheet (Finance in the Classroom): http://financeintheclassroom.org/downloads/Rule72Practice.pdf.

Rule of 72 Lesson Plan (Take Charge America):
http://www.hfcsd.org/webpages/tnassivera/files/rule_of_72_lesson_plan143.pdf
Saving (Rule of 72) Lesson Plan (Federal Reserve Bank of Atlanta): https://www.frbatlanta.org/-
/media/documents/education/katrinas-classroom/lesson-04/katrinas-classroom_saving.pdf
Rule of 72 Illustration (Primerica): http://www.primerica.com/public/rule-of-72.html
Rule of 72 Quiz [Part of The Bank of Good Habits Lesson Plan] (Federal Reserve Bank of Atlanta):
https://www.frbatlanta.org/-/media/documents/education/lessons-and-activities/2010/high-school/personal-
finance/bank-of-good-habits-astuto.pdf
Rule of 72 Background Information (Investopedia): http://www.investopedia.com/terms/r/ruleof72.asp
Rule of 72 Background and Illustration (MFS):
https://www.mfs.com/wps/FileServerServlet?articleId=templatedata/internet/file/data/sales_tools/mfse_rule72_sfl&
servletCommand=default
Rule of 72 Infographic (Young & Free Maine): http://www.youngfreemaine.com/blog/infographic-rule-of-72
Inflation
CPI Inflation Calculator (Bureau of Labor Statistics): https://www.bls.gov/data/inflation_calculator.htm
Inflation Calculator (Dollar Times):
http://www.dollartimes.com/inflation/inflation.php?amount=50000&year=1926
Inflation Calculator (Morgan Friedman): http://www.westegg.com/inflation/
Inflation Calculator with Graph (Smart Asset): https://smartasset.com/investing/inflation-calculator
Inflation Calculator (Money Chimp): http://www.moneychimp.com/articles/econ/inflation_calculator.htm
Inflation: How Much It Costs Then and Now (CNN Money): http://money.cnn.com/calculator/pf/inflation-
adjustment/
U.S. Inflation Calculator (Coinnews Media Group LLC): http://www.usinflationcalculator.com/
Investment Inflation Calculator [Return on Investments after Taxes and Inflation] (Bankrate):
http://www.bankrate.com/calculators/savings/price-inflation-calculator.aspx
College Funding [Inflation in Education Costs] Calculator:
http://financialanswercenter.1stnatbk.com/page.php?b=24523650-0&c=1174
Historical U.S. Inflation Rates by Month and Year (Coinnews Media Group LLC):
http://www.usinflationcalculator.com/inflation/historical-inflation-rates/
Inflation Introduction Learning Activity (Money Confident Kids): https://corporate.troweprice.com/Money-
Confident-Kids/files/lesson-plan-inflation-introduction.pdf
Money and Inflation Lesson Plan (Council on Economic Education): http://econworks.org/wp-
content/uploads/2013/06/Lesson-11_14-Greatest.pdf

A Visual Guide to Inflation Infographic (Visually): http://visual.ly/visual-guide-inflation
Cost of Living-Infographic (InflationData.com): http://inflationdata.com/articles/2014/05/03/cost-living-
infographic/
Consumer Price Index
CPI Inflation Calculator (CPI Inflation Calculator): http://cpiinflationcalculator.com/
CPI Calculator Information (Federal Reserve Bank of Minneapolis):
https://www.minneapolisfed.org/community/teaching-aids/cpi-calculator-information
The Market Basket Lesson Plan (Federal Reserve Bank of St. Louis):
https://www.stlouisfed.org/~/media/Education/Lessons/pdf/Market-Basket-PowerPoint-Lesson.pdf.
Consumer Price Index: Measuring the Cost of Living and Inflation Lesson Plan (Study.com):
http://study.com/academy/lesson/consumer-price-index-measuring-the-cost-of-living-and-inflation.html#lesson
Inflation and You: Looking at the Consumer Price Index Market Basket (Nononina, Inc.):
https://holykaw.alltop.com/inflation-and-you-looking-at-the-consumer-pri
Tracking Inflation: Consumer Price Index Explained Infographic (New York Times):
http://www.mymoneyblog.com/tracking-inflation-consumer-price-index-explained-infographic.html
General Financial Planning
Financial Calculators (Practical Money Skills for Life): http://www.practicalmoneyskills.com/calculators/
Financial Calculators (The Motley Fool): https://www.fool.com/calculators/index.aspx
Financial Calculators (Choose to Save): http://choosetosave.org/calculators/
Financial Calculators (Liberty Bank): https://www.liberty-bank.com/your-education/calculators
Financial Calculators (Dinkytown.net): https://www.dinkytown.net/
Financial Calculators (360 Degrees of Financial Literacy, AICPA): http://www.360financialliteracy.org/Calculators
Financial Calculators (CUNA Brokerage Services, Inc.):
https://www.cbsinvestorconnection.com/Home/Calculator_Library
Top Free Online Financial Planning Calculators (The Balance): https://www.thebalance.com/top-free-online-
financial-planning-calculators-1289797
Tools and Calculators (FINRA Investor Education Foundation): https://www.finra.org/investors/tools
Tools and Calculators (Vanguard): https://retirementplans.vanguard.com/VGApp/pe/edu/tools/?gh_sec=n#/
Personal Finance Lesson Plans (Practical Skills for Life):
http://www.practicalmoneyskills.com/foreducators/lesson_plans/
Financial Literacy for High School Students (In Charge Debt Solutions): https://www.incharge.org/financial-
literacy/resources-for-teachers/high-school/

Case Studies (Next Gen Personal Finance): http://nextgenpersonalfinance.org/curriculum/case-studies/
Case Studies: Real Life Solutions (Stonegate Wealth Management): http://www.stonegatewealth.com/content/case-
studies
Personal Finance Case Study (Virginia Council for Economic Education): http://vcee.org/high-school/governors-
challenge/personal-finance-case-study/
Financial Planning Infographic (The Financial Literates): http://www.tflguide.com/2014/05/financial-planning-
infographics.html
Choosing a Financial Advisor for Retirement Infographic (Mountain Peak Financial, Inc.):
http://www.mountainpeakfinancial.com/single-post/2016/08/18/Choosing-a-Financial-Advisor-for-Retirement-
infographic
Budgeting
High School Student Budget Worksheet (College in Colorado): https://www.cicmoney101.org/Calculators/Budget-
Worksheets/High-School-Student.aspx
College Student (18-25) Budget Worksheet (College in Colorado):
https://www.cicmoney101.org/Calculators/Budget-Worksheets/Traditional-College-Student.aspx
Student Budget Calculator [College Students] (Bankrate): http://www.bankrate.com/calculators/smart-
spending/college-student-budget-calculator.aspx
Student Budget Calculator [College Students] (FinAid): http://www.finaid.org/calculators/studentbudget.phtml
Student Budget Calculator [College Students] (Money-Zine): http://www.money-zine.com/calculators/loan-
calculators/student-budget-calculator/
Budget Worksheets [Kids, Teens, Adults] ($ and Stuff): http://www.moneyandstuff.info/budgetworksheet.htm
My Own Budget (Finance in the Classroom): http://financeintheclassroom.org/downloads/MyOwnBudget.pdf
Spending Plan (Finance in the Classroom): http://financeintheclassroom.org/downloads/SpendingPlan.pdf
Consequences of Not Following a Budget Activity (Finance in the Classroom):
http://financeintheclassroom.org/downloads/ConsequencesNotFollowingBudget.pdf
Budget Busters Activity (Finance in the Classroom/WSU Cooperative Extension):
http://financeintheclassroom.org/downloads/BudgetBusters.pdf
The Bean Game Activity (Utah State University Extension):
http://financeintheclassroom.org/downloads/BeanGameExtension.pdf
The Bean Game Activity (University of Missouri Extension):
http://extension.missouri.edu/bsf/money/BeanGame_color.pdf
The Spending Game [Bean Game Debriefing Questions] (Iowa State University Extension):
http://www.cefe.illinois.edu/tools/Financial%20Fitness%20for%20Life/The%20Spending%20Game_Iowa%20Stat
e.pdf

Reality Check Budget Simulation Activity (Jump$tart Coalition): http://www.jumpstart.org/reality-check.html
Budgeting Lesson Plan [Group A to F Income/Expense Scenarios] (Money and Stuff):
http://www.moneyandstuff.info/lessons/2bbudgetinglesson_allowance.pdf
Budgeting 101 Infographic (Intuit): https://www.quicken.com/budgeting-101-infographic
How Common is Budgeting for Americans? Infographic (Mint Life): https://blog.mint.com/saving/how-common-is-
budgeting-for-americans-infographic-0214/
The Power of Budgeting Infographic (Hello Wallet): http://hrpost.hellowallet.com/retirement/hellowallet-
infographic-the-power-of-budgeting/
Budget Guidelines Infographic (Credit.org): https://www.credit.org/2011/06/07/personal-budget-guidelines-
infographic/
America By the Numbers Infographic (Bank of America):
https://www.bankofamerica.com/deposits/manage/average-family-budget.go
Cash Flow
What Is My Current Cash Flow? Cash Flow Calculator (Calc XML): https://www.calcxml.com/calculators/bud09
What Is My Current Cash Flow? Cash Flow Calculator (Yahoo! Finance):
http://finance.yahoo.com/calculator/saving-spending/bud09/?bypass=true
Personal Cash Flow Calculator (Calculators.org): http://www.calculators.org/budget/cashflow.php
How to Calculate Cash Flow Cash Flow Calculator (Regions Bank):
https://www.regions.com/Insights/Personal/Budget-Calculators/how-to-calculate-cash-flow
Household Cash Flow Statement (Mackenzie Financial Corporation):
http://calculators.mackenzieinvestments.com/mackenzie/jsp/CashFlow/cash_flow_01.jsp
The Inventory Game-Net Worth and Cash Flow Lesson Plan (Minnesota Council on Economic Education):
https://www.stlouisfed.org/~/media/Education/Curriculum/pdf/Making-Personal-Finance-Decisions-Lesson-2A.pdf
Household Spending Statistics Infographic: https://www.creditdonkey.com/where-money.html
Budgeting: A Visual Guide to How Small Cutbacks Lead to Great Savings Infographic (I Love Budgets):
http://www.iheartbudgets.net/2013/01/budgeting-infographic/
Pay With Cash to Keep Your Budget on Track Infographic (North Cash):
https://www.northcash.com/blog/infographic-pay-cash-keep-budget-track/
Net Worth
Net Worth Calculator (Bankrate.com): http://www.bankrate.com/calculators/smart-spending/personal-net-worth-
calculator.aspx
What is My Current Net Worth? Net Worth Calculator (CalcXML): https://www.calcxml.com/calculators/bud07
Introducing the Net Worth Calculator (Investopedia): http://www.investopedia.com/net-worth/demo/

Net Worth Calculator (AARP): http://www.aarp.org/money/investing/net_worth_calculator/
Net Worth by Age Percentile Rank Calculator (Shnugi Personal Finance): http://www.shnugi.com/networth-
percentile-calculator/
Net Worth: How Do You Stack Up? Calculator [Comparison by Age and Income](CNN Money):
http://money.cnn.com/tools/networth_ageincome/
The Fundamentals of Net Worth Lesson Plan (Visa):
http://fhsdfhn.sharpschool.net/common/pages/DisplayFile.aspx?itemId=20949634
Know Your Worth Lesson Plan (Texas Council on Economic Education): http://economicstexas.org/wp-
content/uploads/2013/06/Grade-7-Lesson-4-r.pdf.
The Net Worth of Every American President Infographic (Valuewalk): http://www.valuewalk.com/2014/10/net-
worth-every-american-president-infographic/
Ultra High Net Worth Population in U.S. by State Infographic (MASCOLA Group):
http://mascola.com/insights/ultra-high-new-worth-population-in-us-by-state/
Emergency Funds
Emergency Fund Calculator (Practical Money Skills):
http://www.practicalmoneyskills.com/calculators/calculate/emergencyFund.php?calcCategory=budget
Emergency Fund Calculator (PNC Bank): https://www.pnc.com/en/calculators/investments-and-
retirement/emergency-fund-calculator.html
Emergency Fund Calculator (Money-Zine): http://www.money-zine.com/calculators/loan-calculators/emergency-
fund-calculator/
Emergency Savings Calculator [With Graph to Show Progress](Bankrate):
http://www.bankrate.com/calculators/savings/emergency-savings-calculator-tool.aspx
How Much Do I Need for Emergencies? Calculator (CalcXML): https://www.calcxml.com/calculators/bud03
Creating a Financial Safety Net Lesson Plan (Better Money Habits): http://econisok.org/wp-
content/uploads/2015/04/HS-Lesson-10-Safety-Net.pdf
Emergency Fund Infographic (USAA): https://www.usaa.com/inet/wc/adv_advice-finances-emergencyfund-ig
[Background Information: https://www.usaa.com/inet/wc/advice-finances-emergencyfund]
How Much do You Need in Your Emergency Fund? Infographic (Bank of America):
https://www.bankofamerica.com/deposits/manage/emergency-fund-amount.go
Six Steps to Building an Emergency Fund Infographic (Young & Free Maine):
http://www.youngfreemaine.com/blog/infographic-six-steps-to-building-an-emergency-fund
Goal-Setting
Short-Term Savings Calculator (Bank of America): https://www.bankofamerica.com/deposits/savings/savings-goal-
calculator/

Savings Calculator (Bankrate): http://www.bankrate.com/calculators/savings/saving-goals-calculator.aspx
Savings Goals Calculator (Feed the Pig): http://www.feedthepig.org/toolbox/calculators/savings-
goals#.WKIh2E3rs5s
Set Your Retirement Goals Calculator (Vanguard): https://personal.vanguard.com/us/insights/retirement/saving/set-
retirement-goals
Savings Account Calculator- How Long to Reach My Savings Goal? Calculator (Financial Mentor):
https://financialmentor.com/calculator/savings-account-calculator
Goal-Setting and Decision-Making Lesson Plan (Florida Department of Education):
http://www.fldoe.org/core/fileparse.php/7531/urlt/short-long-term-goal-setting.pdf
What are SMART Goals? Lesson Plan (FFA):
https://www.ffa.org/SiteCollectionDocuments/Myjourney_build_SMARTGoals.pdf
SMART Goal Worksheet (OfficeArrow.com): http://mcckc.edu/counseling/goal-
setting/docs/SMARTGoalWorksheet.pdf
Creating SMART Goals Infographic (Visually): http://visual.ly/creating-smart-goals
SMART Goals Infographic (Villanova): https://www.villanovau.com/resources/general/smart-goals/#.WKIpLk3rs5s
Income Taxes
Federal Income Tax Calculator [Federal Income Tax Plus FICA Tax] (Smart Asset):
https://smartasset.com/taxes/income-taxes#3VoiOEgHGX
Tax Calculator: Estimate Your Tax Refund for Free Calculator (H & R Block): https://www.hrblock.com/get-
answers/tax-calculators.html#/en/te/aboutYou
Federal Income Tax Calculator (CalcXML): http://www.calcxml.com/calculators/federal-income-tax-calculator
Income Tax Calculator (Calculator.net): http://www.calculator.net/tax-calculator.html
Income Tax Calculator: 1040 Tax Estimator Calculator (Bankrate): http://www.bankrate.com/calculators/tax-
planning/1040-form-tax-calculator.aspx
W-4 Withholding Calculator (TurboTax): https://turbotax.intuit.com/tax-tools/calculators/w4/
Withholding Calculator (Internal Revenue Service): https://apps.irs.gov/app/withholdingcalculator/
Earned Income Tax Credit (EIC) Calculator (Bankrate): http://www.bankrate.com/calculators/tax-planning/earned-
income-tax-credit-calculator.aspx
Marriage Bonus and Penalty Tax Calculator (Tax Policy Center): http://www.taxpolicycenter.org/interactive-
tools/marriage-bonus-and-penalty-tax-calculator
Mortgage Tax Deduction Calculator (Bankrate): http://www.bankrate.com/calculators/mortgages/loan-tax-
deduction-calculator.aspx

Student Loan Interest Deduction Calculator (Student Loan Hero): https://studentloanhero.com/calculators/student-
loan-interest-deduction-calculator/
Should I Itemize or Take the Standard Deduction? Calculator (CalcXML):
https://www.calcxml.com/calculators/inc10
Alternative Minimum Tax (AMT) Assistant Calculator (IRS): https://www.irs.gov/individuals/alternative-minimum-
tax-assistant-for-individuals
What We Pay For Calculator [Shows Federal Budget Expenses and Estimated Personal Payments]
(WhatWePayFor.com): http://whatwepayfor.com/default.aspx?y=2010&c=0&sort=TotalDESC
Understanding Taxes Curriculum (Internal Revenue Service): https://apps.irs.gov/app/understandingTaxes/
State Income Tax Activity and State Income Tax in your State Map Activity (Kids.gov):
https://kids.usa.gov/teachers/lesson-plans/money/explaining-taxes-to-kids/index.shtml
How Should Governments Structure the Tax System? Lesson Plan (Council for Economic Education):
http://www.councilforeconed.org/lesson-resources/lessons/sample-lessons/Focus_Civics_Lesson_11.pdf
Fairness in Taxes Lesson Plan (Internal Revenue Service): http://branding.ifas.ufl.edu/file/vita-volunteer-income-
tax-assistance-infographic/
A Brief History of Income Taxes Infographic (Intuit TurboTax): https://turbotax.intuit.com/tax-tools/tax-
tips/General-Tax-Tips/A-Brief-History-of-Income-Taxes/INF18754.html
A Global Look at Personal Income Taxes Infographic (Intuit TurboTax):
http://images.turbotax.intuit.com/iqcms/marketing/lib/fun/world-taxes/turbotaxworld.html
Checking Accounts
High Interest Checking Calculator (My Banktracker): https://www.mybanktracker.com/checking/calculator
Checking Account Reconciliation Calculator (Free Online Financial Calculators): http://www.free-online-
calculator-use.com/checking-account-reconciliation.html
Account Reconciliation Calculator (Credit Union): http://www.ercu.org/calculator_account.htm
Checking Account Calculator [Fillable PDF Form] (The Training Help Desk):
http://checking.traininghelpdesk.com/
Checking/Debit Calculator {Reconciliation] (CUNA):
http://googolplex.cuna.org/250/cnote/article.php?doc_id=2502
Unit on Checking Lesson Plan (Finance in the Classroom):
http://financeintheclassroom.org/downloads/CheckingUnitLessonPlans.pdf
How to Write a Check [Animated Lesson] (Money Instructor):
https://www.moneyinstructor.com/app/checkwrite/checkwriteindex.asp

Savings Accounts
APY Interest Calculator (Bank of Internet USA): https://www.bankofinternet.com/calculators/apy-interest-
calculator
APY Calculator to Calculate Effective Annual Rate (Free Online Financial Calculators): http://www.free-online-
calculator-use.com/apy-calculator.html
Simple Savings Calculator (Bankrate): http://www.bankrate.com/calculators/savings/simple-savings-calculator.aspx
Savings Calculators (The Calculator Site): http://www.thecalculatorsite.com/finance/calculators/savings-
calculators.php
Savings Calculator (Key Bank): https://www.key.com/personal/calculators/savings-calculator.jsp
Savings Interest Calculator [Compare Current Savings Plan Interest to Available Rates] (Nationwide):
https://www.nationwide.com/savings-calculator.jsp
Interest Calculator (Calculator.net): http://www.calculator.net/interest-calculator.html
High School Saving and Banking Activity (Oklahoma Money Matters): http://www.oklahomamoneymatters.org/K-
12/documents/Savings_Banking_Activity.pdf
Certificates of Deposit (CDs)
CD Calculator (Bankrate): http://www.bankrate.com/calculators/savings/bank-cd-calculator.aspx
CD Laddering Strategy Calculator (Calc XML): https://www.calcxml.com/calculators/certificate-of-deposit-cd-
laddering-strategy
CD and Investments Calculator (Bankrate): http://www.bankrate.com/calculators/cd/cd-ladder-calculator.aspx
The ABCs of CDs Infographic (LearnVest): https://www.learnvest.com/2010/06/all-about-my-bank-cds-
infographic/
How CD Laddering Works Infographic (Bankrate): http://www.bankrate.com/finance/cd/is-cd-ladder-worth-it.aspx
The Ins and Outs of CDs (Certificates of Deposit) Infographic (Personal Finance Hub):
http://www.pfhub.com/certificate-of-deposits/
Payday Loans and Predatory Lending
Payday Loan APR Calculator (CSG Network.com): http://www.csgnetwork.com/apr4calc.html
Payday Loan Calculator (Calculator Pro): http://www.calculatorpro.com/calculator/payday-loan-calculator/
Payday Loan APR Formula [Graphics with Example of Formula](Online Paydayloans.net):
http://www.onlinepaydayloans.net/Payday-Loan-APR-Formula.php
What is the APR of My Payday Loan [Explains Math Formula] (Loans.org):
http://loans.org/payday/questions/how-calculating-APR

Payday Loan-Single Payment Fact Sheet (Texas Office of Consumer Credit Commissioner):
https://www.cashnetusa.com/files/TX_CAB_Disclosure_950.pdf
So How Much Are You Really Paying for That Loan? Lesson Plan (Federal Reserve of St. Louis):
https://www.stlouisfed.org/~/media/Education/Curriculum/pdf/Its-Your-Paycheck-Lesson-8.pdf
How Payday Loans Work Infographic (PEW Charitable Trusts): http://www.pewtrusts.org/en/multimedia/data-
visualizations/2013/how-payday-loans-work
Payday Lending in America Infographic (PEW Charitable Trusts): http://www.pewtrusts.org/en/multimedia/data-
visualizations/2012/payday-lending-in-america
How People Are Really Using Payday Loans Infographic (Consumer Financial Protection Bureau):
https://www.consumerfinance.gov/about-us/blog/infographic-how-people-are-really-using-payday-loans/
Payday Loans: Beneath the Surface Infographic (Center for American Progress):
https://www.americanprogress.org/issues/economy/news/2016/06/27/140483/infographic-payday-loans-beneath-the-surface/
Payday Loans Infographic (USAA): https://www.usaa.com/inet/wc/adv_advice-finances-paydayloans-
ig?akredirect=true
Military Payday Loans Infographic (USAA Educational Foundation): https://usaaef.org/tools-
media/infographics/u80/military-payday-loans
Title Loan Calculator (To Use JUST as a Sample of Online Applications): https://www.cashstore.com/title-loan-
calculator
Car Title Loans Lesson Plan (Consumer.gov): https://www.consumer.gov/sites/default/files/articles/pdf/pdf-1043-
lp_car_title_loans.pdf and https://www.consumer.gov/content/credit-loans-and-debt
Car-Title Lending: A Road to Nowhere Infographic (Center for Responsible Lending):
http://www.responsiblelending.org/sites/default/files/uploads/car-title-infographic-large-archetype-1200x.jpg
Car-Title Borrowers’ Two Bad Choices Infographic (Center for Responsible Lending):
http://www.responsiblelending.org/sites/default/files/uploads/car-title-loans-choices.jpg
Rent-to-Own; Costly Convenience [Background Information] (Federal Trade Commission]:
https://www.consumer.ftc.gov/articles/0524-rent-own-costly-convenience
Pawn Loan Calculator (To Use JUST as a Sample of Online Applications): http://ccpawn.com/calculator.php
What Can I Take to the Pawn Shop? Infographic (Visually): http://visual.ly/what-can-i-take-pawn-shop
Tax Refund Loans [Background Information] (Money-Zine): http://www.money-zine.com/financial-planning/debt-
consolidation/tax-refund-loans/
Credit Cards
Credit Card Pay Off Calculator [With Payoff Graphic] (Compass): https://compass1.org/java/PayoffCC.html
What Will it Take to Pay Off My Credit Card? Calculator (Bankrate): http://www.bankrate.com/calculators/credit-
cards/credit-card-payoff-calculator.aspx

Credit Card Minimum Payment Calculator (Bankrate): http://www.bankrate.com/calculators/credit-cards/credit-
card-minimum-payment.aspx
Credit Card Calculator (Calculator.net): http://www.calculator.net/credit-card-calculator.html
Credit Card Payoff Calculator (WalletHub): https://wallethub.com/credit-card-calculator/
Credit Card Debt Payoff Calculator [Simple and Advanced Calculators] (Bank of America):
https://www.bankofamerica.com/credit-cards/education/credit-card-debt-payoff-calculator.go
Credit Card Comparison Worksheet (Finance in the Classroom):
http://financeintheclassroom.org/downloads/CreditCardComparison.pdf
Credit Card Comparison Worksheet (Foundation for Financial Planning): http://www.foundation-finplan.org/wp-
content/uploads/2014/11/Credit-Card-Comparison-Activity.pdf
Your Credit Card Lesson Plan (CEE econedlink): http://www.econedlink.org/teacher-lesson/1025/Your-Credit-
Card
Comparing Credit Card Offers Learning Activity (McGraw-Hill Publishers):
https://seckmanhs.fox.k12.mo.us/common/pages/DisplayFile.aspx?itemId=24316258
Cash or Card? Infographic (ConsumerCredit.com): http://www.consumercredit.com/financial-
education/infographics/infographic-cash-vs-card
How Chip Cards Work Infographic (Lending Tree): http://twocents.lifehacker.com/this-infographic-breaks-down-
how-chip-credit-cards-work-1783685895
Gluttons for Payments Infographic (Consolidated Credit): http://www.consolidatedcredit.org/financial-
news/infographic/are-your-credit-cards-gluttons-for-payments/
What is an APR? Infographic (Better Money Habits): https://bettermoneyhabits.bankofamerica.com/en/credit/what-
is-apr
Get the Most Out of Your Credit Card Rewards Infographic (E-Loan, Inc.):
https://www.eloan.com/infographics/credit-card-rewards
Credit Scores
Free Credit Score Estimator Calculator (MyFICO):
https://www.myfico.com/ficocreditscoreestimator/estimator.aspx
Estimate Your Credit Score (CalcXML): http://www.calcxml.com/calculators/credit-score-calculator
FICO Score Estimator (WhatsMyScore.org): https://whatsmyscore.org/estimator/
Credit Score Estimator Calculator (Privacy Matters): http://www.privacymatters.com/personal-finance-
calculators/credit-score-estimator.aspx
A Lesson Plan to Understanding Credit Scores (Vantage Score):
https://your.vantagescore.com/images/resources/VantageScore_LessonPlan.pdf

Credit Reports and Credit Scores Lesson Plan (CEE econedlink): http://www.econedlink.org/teacher-
lesson/1273/Credit-Reports-Credit-Scores
Free Credit Scores: Top Sources for 2016 (Investopedia): http://www.investopedia.com/articles/personal-
finance/091714/top-websites-checking-your-credit-scores.asp
What is a Good Credit Score? Infographic (Credit.org): https://www.credit.org/2014/01/22/what-is-a-good-credit-
score-infographic/
What Does a High Credit Scorer Look Like? Infographic (FICO): http://www.fico.com/en/blogs/risk-
compliance/infographic-what-does-a-high-credit-scorer-look-like/
Understanding the FICO® Score Ranges Infographic (Experian): http://www.experian.com/blogs/ask-
experian/infographic-what-are-the-different-scoring-ranges/
Breaking Down Your Credit Score Infographic (MGIC): https://www.mgic.com/-/media/MGIC/PDFs/infographic-
breaking-down-your-credit-score.pdf
A Closer look at Your Credit Score Infographic (Capital One): https://www.capitalone.com/credit-cards/blog/credit-
infographic/
Understand and Improve Your Credit Score Infographic (Sun Trust):
https://www.suntrust.com/resourcecenter/article/infographic-understand-and-improve-your-credit-
score#.WKWnfU3rs5s
Understanding Your Credit Score Infographic (Diamond CU): https://diamondcu.org/get-to-know-your-credit-
score/
Credit Reports
My Credit Report Card Lesson Plan (NC Public Schools):
http://www.ncpublicschools.org/docs/pfl/educators/resources/secondary/supplement/credit.v2.pdf.
All About Credit [Topic 5- Hands On Banking] (Wells Fargo Bank):
http://www.handsonbanking.org/en/resources/5_YA_About_Credit.pdf
Credit Reports Lesson (TX): http://economicstexas.org/wp-content/uploads/2013/08/Grade-6-Lesson-3-R3.pdf
Annual Credit Report Web Site (Central Source, LLC): https://www.annualcreditreport.com/
Annual Credit Report Request Form (Central Source, LLC):
https://www.annualcreditreport.com/manualRequestForm.action
How to Check Your Credit Report Infographic (Experian): https://www.experian.com/blogs/news/2014/04/01/how-
to-check-your-credit-report-infographic/
How to Read Your Credit Report Like a Pro Infographic (SunTrust):
https://www.suntrust.com/resourcecenter/article/infographic-how-to-read-your-credit-report-like-a-
pro#.WKWrDk3rs5s
Credit Check: Review Your Credit Report Infographic (CreditDonkey.com):
http://www.infographicsarchive.com/economics/credit-check-review-your-credit-report/

Credit Report 101 Infographic (YourWealthPuzzle.com): http://www.dailyinfographic.com/credit-report-101-
infographic
Building Your Credit Infographic (Radius Financial Group Inc.): http://www.radiusgrp.com/wp-
content/uploads/building-credit-infographic-FINAL.pdf
Debt
Debt-to-Income Ratio (DTI) Calculator (credit.com): https://www.credit.com/calculators/dti/
Debt-to-Income Ratio (Bankrate): http://www.bankrate.com/calculators/mortgages/ratio-debt-calculator.aspx
Debt-to-Income Calculator (Zillow): https://www.zillow.com/mortgage-calculator/debt-to-income-calculator/
Monthly [Consumer, Non-Housing Expense, Net Income] Debt-to-Income Ratio Calculator (Clearpoint):
https://www.clearpoint.org/tools/debt-income-ratio-calculator/
Discover Your Debt-to-Income Ratio Infographic (ERate): https://www.erate.com/debt-to-income-ratio-
worksheet.htm#.WKW6bk3rs5s
Are American Consumers Taking On Too Much Debt? Infographic (ValueWalk):
http://www.valuewalk.com/2016/12/are-americans-taking-on-too-much-consumer-debt-infographic/
Debt Repayment
Debt Repayment Calculator (Credit Karma): https://www.creditkarma.com/calculators/debtrepayment
Debt Repayment Calculator (You Can Deal With It): http://www.youcandealwithit.com/borrowers/calculators-and-
resources/calculators/debt-repayment-calculator.shtml
Debt Payoff Calculator (Financial Mentor): https://financialmentor.com/calculator/debt-payoff-calculator
Debt Elimination Calculator (Time Value Software): http://tcalc.timevalue.com/all-financial-calculators/personal-
finance-calculators/debt-elimination-calculator.aspx
Credit Card Debt Calculator (Bankrate): http://www.bankrate.com/calculators/credit-cards/debt-calculator.aspx
Debt Paydown Calculator (Bankrate): http://www.bankrate.com/calculators/managing-debt/debt-pay-down-
calculator.aspx
How Soon Could I Pay Off All My Debts? (CalcXML): http://www.calcxml.com/calculators/restructuring-
debt?skn=38
PowerPay 5.0 [Accelerated Debt Reduction Calendar] Calculator (Utah State University Cooperative Extension):
https://powerpay.org/
Restructuring Debts for Accelerated Payoff (CalcXML): https://www.calcxml.com/calculators/restructuring-debt
5 Ways to Dig Yourself Out of Credit Card Debt Infographic (Bankrate):
http://www.bankrate.com/finance/debt/credit-card-debt-infographic.aspx
How to Pay Down Debt: Snowball vs. Avalanche Method Infographic (Consumer Credit.com):
http://www.consumercredit.com/financial-education/infographics/how-to-pay-down-debt-infographic

Co-Signing a Loan
What to Do if You Co-Signed a Loan and Regret It [Background Information]:
https://www.moneymanagement.org/Community/Blogs/Blogging-for-Change/2010/March/What-to-do-if-you-are-a-
cosigner.aspx
Cosigning a Loan Infographic (Borland & Brown, Piktochart): https://magic.piktochart.com/output/15804105-
cosigning-kweisi-borland-and-maria-brown
Identity Theft
Identity Theft Protection Quiz (TD Bank): https://www.tdbank.com/bank/identitytheftquiz.html
Are You an Identity Theft Victim Waiting to Happen? Quiz (Bankrate): http://www.bankrate.com/finance/identity-
theft/identity-theft-victim-quiz.aspx
Identity Theft Quiz: https://www.consumer.ftc.gov/articles/pdf-0102-protect-your-identity-audience_quiz.pdf and
Answers (Federal Trade Commission): https://www.consumer.ftc.gov/articles/pdf-0107-protect-your-identity-
audience_quiz-with-answers.pdf
Identity Theft Quiz [Printed Game Board Similar to Jeopardy!] (MoneyWi$e): http://www.consumer-
action.org/downloads/outreach/IDTheftQuiz_QA_Rules.pdf
Workplace Identity Theft Quiz (Privacy Rights Clearinghouse): https://www.privacyrights.org/blog/workplace-
identity-theft-quiz
Identity Theft Prevention Quiz (LifeLock): http://quiz.idtheftquiz.org/
Identity Theft and Phishing Scams Lesson (TD Bank): https://www.tdbank.com/wowzone/lessons/Gr9-
12Lesson10.pdf
ID Theft and Account Fraud: Prevention and Cleanup Lesson Plan (Consumer Action): http://www.consumer-
action.org/downloads/english/ID_Theft_Lesson_2014.pdf
Warning! An Identity Theft Brochure Lesson Plan (Alabama Learning Exchange, ALEX):
http://alex.state.al.us/lesson_view.php?id=24961
The Nuts and Bolts of Identity Theft Infographic (Identity Force):
https://www.identityforce.com/resources/articles/identity-theft-101
How Scammers Steal Your Identity Infographic (Bankrate): http://www.bankrate.com/finance/credit/methods-of-
identity-theft.aspx
Phishing
Phishing Tales Lesson Plan (The New York Times): https://learning.blogs.nytimes.com/2004/03/25/phishing-tales/
Scams and Schemes Lesson Plan (Common Sense Media):
https://www.sjsd.k12.mo.us/cms/lib/MO01001773/Centricity/Domain/571/6-8-unit1-scamsandschemes.pdf
Internet Safety Lesson Plan and Class Activities (Consumer Action): http://www.consumer-
action.org/downloads/english/2010_Internet_Safety_Lesson.pdf

How to Identify and Avoid Phishing Attacks Infographic (Tech Republic):
http://www.techrepublic.com/article/infographic-how-to-identify-and-avoid-phishing-attacks/
How to Detect a Phishing Email Infographic (Inspired eLearning):
http://www.inspiredelearning.com/phishing_training/phishing-infographic
Phishing Email Attack Flow Infographic (Calyptix Security): http://www.calyptix.com/top-threats/infographic-
phishing-email-attack-flow/
Don’t Get Hooked Infographic (AdWeek): http://www.adweek.com/digital/learn-to-identify-and-protect-yourself-
from-phishing-scams-infographic
Installment Loans
Loan Calculator (Bankrate): http://www.bankrate.com/calculators/mortgages/loan-calculator.aspx
Loan Calculator (U.S. Bancorp): https://www2.usbank.com/cgi_w2/cfm/credit/nsc_0.cfm?SID=&uid=0#calc
Amortizing Loan Calculator (Key Bank): https://www.key.com/personal/calculators/amortizing-loan-calculator.jsp
Vehicle or Installment Loan Calculator (Franklin Savings Bank):
https://www.franklinsavings.bank/Calculators/Calculator_Installment.html
Payment Calculator (Calculator.net): http://www.calculator.net/payment-calculator.html
Annual Percentage Rate (APR) Calculator for an Installment Loan (Financial Calculators):
http://www.danielsoper.com/fincalc/calc.aspx?id=19
Installment Credit Lesson Plan (Learning to Give): https://www.learningtogive.org/units/using-and-abusing-
credit/installment-credit
Who is Using Small-Dollar Loans and Why? Infographic (Creditcards.com): http://www.creditcards.com/credit-
card-news/infographic-small-dollar-credit-products-1701.php
What is a Traditional Installment Loan? Infographic (Installment Loans Work):
http://installmentloanswork.com/wp-content/uploads/2016/07/Why-TIL-Infographic.pdf
Buying a Car
Car Loan Calculator [Includes Sales Tax] (Cars.com): https://www.cars.com/car-loan-calculator/
Auto Loan Calculator (Bankrate): http://www.bankrate.com/calculators/auto/auto-loan-calculator.aspx
Car Payment Calculator [Includes State-Specific Fees and Credit Rating](CarMax): https://www.carmax.com/car-
financing/car-payment-calculator
Auto Loan Calculator [With Sales Tax Rate and Trade-In Value] (AutoTrader):
http://www.autotrader.com/calculators/
Auto Loan Calculator [Includes New and Trade-In Car Data] (Edmunds):
https://www.edmunds.com/calculators/simplified-pricing.html

The True Cost of Owning a Car Lesson Plan (FINRA Investor Education Foundation):
https://www.saveandinvest.org/sites/default/files/The-True-Cost-of-Owning-a-Car.pdf
The True Cost of a Car Lesson Plan (Better Money Habits): http://econisok.org/wp-content/uploads/2015/04/HS-
Lesson-9-Owning-a-Car.pdf
Car Loan Project Lesson Plan (CEE econedlink): http://www.econedlink.org/lesson/386/Car-Loan-Project
Loans Lesson Plan (valrc.org): http://moneytalks.valrc.org/pdf/Materials%20for%20Loans.pdf
Purchasing a Vehicle Lesson Plan [Includes a Grading Rubric] (Federal Reserve Board of Altanta):
https://www.frbatlanta.org/-/media/documents/education/publications/extra-credit/2015/spring/lessons-and-
activities/high-school/personal-finance/project-based-learning-for-personal-finance-classroom/projects/07-
purchasing-vehicle.pdf
Your First Big Purchase Lesson Plan (Biz Kids): http://bizkids.com/wp/wp-
content/uploads/Biz_Kids_Lesson_403.pdf
The Art of Car Buying Infographic (Mashable): http://mashable.com/2013/02/27/buying-a-car/#Zx.Cvj8iBEq8
Steps to Buying a Car in the Digital Age Infographic (Add This):
http://www.addthis.com/blog/2014/10/29/infographic-steps-to-buying-a-car-in-the-digital-age/#.WKsCDU3rs5s
Buying vs. Leasing Infographic (USAA): https://www.usaa.com/inet/wc/adv_advice-auto-leasevsbuy-ig
Buy vs. Lease? Which One is Right for You? Infographic (Fidelity): https://www.fidelity.com/mymoney/lease-vs-
car-infographic
Comparing Car Costs: Buying New vs. Buying Used? Infographic (TransUnion):
http://blog.transunion.com/infographic-comparing-car-costs-buying-new-vs-buying-used/
How is Buying a Car Different From Selecting an Investment? Infographic (Next Gen Personal Finance):
http://nextgenpersonalfinance.org/infographic-buying-car-different-selecting-investment/
Leasing a Car
Calculate Your Car Payment for a Lease Calculator [With Trade-In Value and Down Payment] (Edmunds):
https://www.edmunds.com/calculators/car-lease.html
Auto Lease Calculator (Bankrate): http://www.bankrate.com/calculators/auto/auto-lease-calculator.aspx
Auto Lease Calculator [Includes a Comparison to Buying a Car With Loan Payments] (Calculator.net):
http://www.calculator.net/auto-lease-calculator.html
Loan or Lease Calculator (cars.com): https://www.cars.com/car-lease-calculator/
How Much Will My Lease Payment Be? Calculator (Car Lease): http://www.calculator.com/pantaserv/lease.calc
Car Lease Calculator [Includes Calculator Definitions]: http://www.money-zine.com/calculators/auto-loan-
calculators/car-lease-calculator/
Buying or Leasing Lesson Plan (FutureKids, Inc.):
https://bahs.wikispaces.com/file/view/21stcenturyLeasingLessonplan.pdf

Buy or Lease a New Car? [Background Information] (CNN Money): http://money.cnn.com/pf/money-essentials-
buy-lease-car/index.html
Leasing a Car vs. Buying a Car Infographic (Visually): http://visual.ly/leasing-car-vs-buying-car
Renting a Home
Rent Affordability Calculator (Zillow): https://www.zillow.com/rent-affordability-calculator/
Affordability Calculator [Includes an Option to Include Fixed Expenses Such as Child Care and Loans] (Abodo):
https://www.abodo.com/affordable-housing-calculator
Budget Calculator [Use to Fit a Rent Payment Into Existing Expenses]:
http://www.youcandealwithit.com/borrowers/calculators-and-resources/calculators/budget-calculator.shtml
Divide Your Rent Fairly Calculator (New York Times): https://www.nytimes.com/interactive/2014/science/rent-
division-calculator.html and Related Article: https://www.nytimes.com/2014/04/29/science/to-divide-the-rent-start-
with-a-triangle.html
Apartment Hunting Lesson Plan (NIE Online):
http://nieonline.com/coloradonie/downloads/newslinks/esl/06_housing.pdf
Renter Insurance Lesson Plan (Missouri Department of Insurance):
https://insurance.mo.gov/Contribute%20Documents/RenterIns.LessonPlan.pdf
Apartment Economics Infographic (Housingwire): http://www.housingwire.com/articles/35466-infographic-heres-
what-you-need-to-know-about-renting-your-first-apartment
Rental Walk-Through Checklist Infographic (Rent.com): http://blog.rent.com/apartment-tour-renter-checklist/
Trends in Apartment Renting Infographic (Class A Management): http://www.classamgmt.com/infographic-
apartment-renting-trends/
Little Expenses That Add Up to One Year’s Rent Infographic (Rent Café Blog):
https://www.rentcafe.com/blog/apartment-search-2/money/little-expenses-add-one-years-rent-infographic/
The Hidden Costs of Renting an Apartment Infographic (Central Bank): https://www.centralbank.net/The-Hidden-
Costs-Of-Renting-An-Apartment-Infographic/
The Minimum Wage Required to Rent a Two Bedroom Apartment in Each State Infographic (Lifehacker/National
Low Income Housing Coalition): http://lifehacker.com/the-minimum-wage-required-to-rent-a-two-bedroom-
apartme-1707558588
Buying a Home
Home Affordability Calculator (Realtor.com): https://www.google.com/?gws_rd=ssl#q=home+buying+calculator
How Much House Can I Afford? (NerdWallet): https://www.nerdwallet.com/mortgages/how-much-house-can-i-
afford
Affordability Calculator (Zillow): https://www.zillow.com/mortgage-calculator/house-affordability/

How Much House Can I Afford? Calculator [Includes Monthly Expenses, Property taxes, and Homeowners
Insurance] (Bankrate): http://www.bankrate.com/calculators/mortgages/new-house-calculator.aspx
How Much House Can You Afford? Calculator (CNN): http://money.cnn.com/calculator/real_estate/home-afford/
Debt to Income Ratio Calculator (Money-Zine): http://www.money-zine.com/calculators/loan-calculators/debt-to-
income-ratio-calculator/
Mortgage Calculator [Includes Repayment Summary] (Mortgage Calculator): http://www.mortgagecalculator.org/
Amortization Schedule Calculator [Includes Schedule of Payments and Principal/Interest Pie Chart] (Bankrate):
http://www.bankrate.com/calculators/mortgages/amortization-calculator.aspx
Car and Mortgage Payment Amortization Table Calculator (Mortgage Calculator):
http://www.mortgagecalculator.org/calcs/amortization.php
Buying a Home Lesson Plan (Wells Fargo Hands On Banking):
http://www.handsonbanking.org/en/resources/Adults_6_Buying_Home.pdf
You Can Buy a Home Lesson Plan (Consumer Action): http://www.consumer-
action.org/downloads/english/Homebuying_Lesson.pdf
Buying a Home Lesson Plan (Practical Money Skills): https://www.incharge.org/wp-
content/uploads/2015/07/Teachers-Guide-Lesson-Five.pdf
10 Steps to Buying a Home Infographic (First American Blog): http://blog.firstam.com/bid/67762/10-Steps-to-
Buying-a-Home-Infographic
The Ultimate Checklist for First-Time Home-Buyers Infographic (TitleMax): https://www.titlemax.com/discovery-
center/first-time-home-buyer/20-steps-buying-your-first-home/
Roadmap to Buying a Home Infographic (Quicken): https://www.quicken.com/roadmap-buying-home-infographic
First Time Home Buyers Guide Infographic (Raleigh Realty): http://www.raleighrealtyhomes.com/blog/first-time-
home-buyer-how-do-i-buy-a-house.html
Insurance (General)
Insurance Calculators (Dinkytown): https://www.dinkytown.net/insurance.html
Insurance Calculators (Money-Zine): http://www.money-zine.com/calculators/insurance-calculators/
Risk Lesson Plan (Scholastic, Life Happens):
http://www.scholastic.com/nextgeneration/lessons&worksheets/risk.htm
Lesson Plans and Projects [Organized by Insurance Topic: Insurance Careers and Homeowners, Auto, Life, and
Health Insurance] (Griffith Foundation): http://www.griffithfoundation.org/k-12/curriculum-online/lesson-plans/
High School [Insurance] Lesson Plan (PlayInsure.com):
http://playinsure.com/TDI%20PlayInsure%20Curriculum%20-%204-2014.pdf
Insurance Basics Lesson Plan (Next Gen PF): http://nextgenpersonalfinance.org/curriculum/insurance-lessons/

Insurance Terms Quiz (Quizlet): https://quizlet.com/3912553/insurance-terms-quiz-flash-cards/
Insurance Terms Quiz (Quia): https://www.quia.com/quiz/217210.html
Insurance Terminology Quiz (Fun Trivia): http://www.funtrivia.com/playquiz/quiz5777069fcb8.html
Does Insurance Cover That? Quiz (Kiplinger): http://www.kiplinger.com/quiz/insurance/T065-S001-are-you-
covered/
Types of Insurance [For Background Information] (360 Degrees of Financial Literacy):
http://www.360financialliteracy.org/Topics/Insurance/General-Insurance-Topics/Types-of-Insurance
List of Insurance Policies Worksheet [Downloadable Form to List Auto, Life, Health, and Home Insurance
Policies] (Business Form Template.com):
https://www.businessformtemplate.com/preview/List_of_Insurance_Policies
Checklist for Policy Review: Are You Fully Covered? [Questions About Different Types of Insurance and Lifestyle
Changes] (Carriage Insurance Agency): http://www.carriageinsuranceagency.com/Userfiles/PDFs/Carriage-
Insurance-Policy-Review-Checklist.pdf
States and Jurisdictions [U.S. Map Providing Information on State Insurance Commissioners] (National
Association of Insurance Commissioners): http://www.naic.org/state_web_map.htm
A Consumer’s Insurance Glossary [In Alphabetical Order for Background Information]:
https://www.insurance.wa.gov/your-insurance/tips/glossary-insurance-terms/
Insurance Infographics [Multiple Types of Insurance] (Allstate): https://www.allstate.com/tools-and-
resources/infographics.aspx
Insurance Checklist [Part of Lesson] (Rutgers Cooperative Extension):
https://njaes.rutgers.edu/money/pdfs/session-ii.pdf
Renters Insurance
Renters Insurance Coverage Calculator [With Sliding Bars to Value Possessions] (Liberty Mutual Insurance):
https://www.libertymutual.com/renters-insurance/renters-insurance-coverage
Estimate the Value of Personal Property Calculator (Geico): https://www.geico.com/information/property-
calculator/
What’s Your Stuff Worth? Calculator (Allstate):
https://www.allstate.com/anon/whatsyourstuffworth/index.aspx#/index
Renters Calculator [Targeted To College Students](Grad Guard): https://gradguard.com/renters-calculator
Renter Insurance Lesson Plan (Missouri Department of Insurance):
https://insurance.mo.gov/Contribute%20Documents/RenterIns.LessonPlan.pdf
Renters Insurance Module Lesson Plan (NW Insurance): http://nwinsurance.org/renters_module.pdf
Renters Insurance Lesson Plan (Griffith Foundation): http://www.griffithfoundation.org/k-12/curriculum-
online/homeowners-insurance/homeowners-insurance-renters-insurance/

Renter’s Insurance Lesson Plan (Nationwide/Aspira): http://www.aspira.org/sites/default/files/Renters.pdf
What You Didn’t Know About Renters Insurance Infographic (Rentec Direct):
https://www.rentecdirect.com/blog/renters-insurance-infographic/
Renters Insurance Room by Room Infographic (Property Casualty 360◦):
http://www.propertycasualty360.com/2014/10/29/infographic-renters-insurance-room-by-room
Do You Need Renter’s Insurance? Infographic (Farm Bureau Insurance): https://www.idfbins.com/tools-
resources/protecting-your-world/do-you-need-renters-insurance
Homeowners Insurance
Home Insurance Calculator (esurance/Allstate): https://www.esurance.com/home-insurance-calculator
Homeowners Insurance Calculators [Includes Zip Code and Square Footage] (HomeownersInsurance.com):
https://homeownersinsurance.com/homeowners-insurance-calculator.php
Home Insurance Calculator [Includes Zip Code, Square Footage, and Number of Bedrooms and Bathrooms]
(HomeInsurance.com): https://homeinsurance.com/homehq/calculators/home-insurance-calculator/
Home Insurance-Teacher’s Guide Lesson Plan (Horace Mann): https://www.horacemann.com/teacher-
lounge/resources-for-educators/teaching-kit/home-insurance
Homeowners Insurance Videos [Web Page With Eight Videos on Topics Related to Homeowners
Insurance](Invest): http://www.investprogram.org/teachers/resources/videos/homeowners-insurance-videos
Home Insurance: Homeowners Insurance Policies [Background Information] (CNN Money):
http://money.cnn.com/pf/money-essentials-home-insurance-policy/
What Does Homeowners Insurance Cover? Infographic (Allstate): https://www.allstate.com/tools-and-
resources/home-insurance/homeowners-insurance-infographic.aspx
A Coverage Checklist for Home Insurance Infographic (Bankrate):
http://www.bankrate.com/finance/insurance/home-insurance-coverage-infographic.aspx
Auto Insurance
Auto Insurance Coverage Calculator (Insurance.com): http://www.insurance.com/auto-insurance/coverage/auto-
insurance-coverage-calculator.html
Car Insurance Calculator (Obrella): https://www.obrella.com/car-insurance-calculator/
Auto Insurance Lesson Plan (Griffith Foundation): http://www.griffithfoundation.org/k-12/curriculum-online/auto-
insurance/auto-insurance-60-minutes/
Car Insurance Lesson Plan (TD Bank): https://www.tdbank.com/wowzone/lessons/Gr9-12Lesson8.pdf
Auto Insurance: The Basics Lesson Plan (Consumer Action): http://www.consumer-
action.org/downloads/english/AutoInsuranceLesson_Final.pdf
Insurance Terms and Definitions [In Alphabetical Order for Background Information] (Progressive):
https://www.progressive.com/glossary/

Uninsured Motorists [Background Information on Percentage of Uninsured Motorists by State and State Liability
Limits] (Insurance Information Institute): http://www.iii.org/fact-statistic/uninsured-motorists
What Does Comprehensive Cover? Infographic (Allstate): https://www.allstate.com/tools-and-resources/car-
insurance/what-is-comprehensive-auto-insurance.aspx
I’ve Been in a Car Accident. Now What? Infographic (Allstate): https://www.allstate.com/tools-and-resources/car-
insurance/car-accident-infographic.aspx
Types of Auto Coverage Infographic (Insurance Information Institute): http://www.iii.org/article/infographic-types-
of-auto-coverage
Auto Insurance: How Much is Enough? Infographic (Bankrate): http://www.bankrate.com/finance/insurance/auto-
insurance-infographic.aspx
Automobile Insurance Facts Infographic (Enhanced Insurance): http://www.enhancedinsurance.com/car-
insurance/infographic/
Umbrella Insurance
How to Calculate Umbrella Liability Insurance Requirements [Background Information] (Financial Web):
http://www.finweb.com/insurance/how-to-calculate-umbrella-liability-insurance-
requirements.html#axzz4ZNWPgcdV
Find the Best Umbrella Insurance [Background Information] (NerdWallet):
https://www.nerdwallet.com/blog/insurance/umbrella-insurance-complete-guide/
Do You Know What a Personal Umbrella Policy Covers? Infographic (Allstate): https://www.allstate.com/tools-
and-resources/personal-umbrella-policy/what-does-umbrella-cover.aspx
Why You Need Umbrella Insurance! Infographic (WEA Member Benefits):
https://www.weabenefits.com/article_view.aspx?id=4596
Umbrella Insurance for When Your Home Liability Runs Out Infographic (Ameriprise):
https://www.ameriprise.com/auto-home-insurance/costco/learning-center/insurance-tips-for-
homeowners/homeowners-insurance-coverage/umbrella-insurance-for-home-infographic.asp
Health Insurance
Health Insurance Marketplace Calculator [Estimates the Cost of Marketplace Plans by State and Eligibility for
Financial Subsidies] (Kaiser Foundation): http://kff.org/interactive/subsidy-calculator/
Health Insurance Plans and Prices Calculator [Provides an Estimate of Insurance Costs by State of Residence and
Personal Factors] (HealthCare.gov): https://www.healthcare.gov/see-plans/
See What You Qualify For Calculator [Four Questions: ZIP Code, Household Income, Number in Household, and
Number Who Need Insurance] (Get Covered America): https://www.getcoveredamerica.org/calculator/
Obamacare Subsidy Calculator [Includes Modified Adjusted Gross Income, ZIP Code, Age, and Household Size]
(HealthInsurance.org): https://www.healthinsurance.org/obamacare/subsidy-calculator/

Affordable Care Act Subsidy Calculator [Includes MAGI as It Relates to the Federal Poverty Level](Value
Penguin): https://www.valuepenguin.com/aca-subsidy-calculator
Health Care Insurance Cost Calculator [Use to Compare Two Health Care Plans at a Time; Includes Definitions]
(Money-Zine): http://www.money-zine.com/calculators/insurance-calculators/health-care-insurance-cost-calculator/
The Individual Shared Responsibility Provision Payment Estimator [Estimates the Fee for Not Having Health
Insurance] (Taxpayer Advocate Service): https://taxpayeradvocate.irs.gov/estimator/isrp/
ACA Tax Calculator (Tax Policy Center): http://www.taxpolicycenter.org/interactive-tools/aca-tax-calculator
Health Care Costs Calculator [Very Detailed Calculator That Includes State of Residence and Many Personal
Factors Including Health History] (AARP): http://www.aarp.org/work/retirement-planning/the-aarp-healthcare-
costs-calculator/
Health Insurance Plan Comparison Calculator [Provides a Side-by-Side Comparison of Out-of-Pocket Costs For
Four Health Care Plans With a Graphic] (Health-Plan-Compare Dot.Com): http://health-plan-compare.com/
My Health Insurance Comparison Worksheet (University of Maryland Extension):
https://www.extension.umd.edu/sites/extension.umd.edu/files/_images/programs/insure/My%20Health%20Insuranc
e%20Comparison%20Worksheet%203-30-13.pdf
Quiz: How Well Do You Know Health Insurance Terms? (AIR): http://www.air.org/resource/quiz-how-well-do-
you-know-health-insurance-terms
Health Insurance Terms You Should Know Quiz (AARP): http://www.aarp.org/health/health-insurance/info-
2014/health-insurance-terms-quiz.html#quest1
Do You Understand Health Insurance? Most People Don’t [Article That Includes a 4-Question Quiz] (The
Washington Post): https://www.washingtonpost.com/news/wonk/wp/2013/08/08/do-you-understand-health-
insurance-most-people-dont/?utm_term=.31f95024e79e
Five Health Insurance Terms You Need to Know Infographic (HIC): http://www.hicinsur.com/107-5-health-
insurance-terms-you-need-to-know-infographic/
4 Things to Consider When Choosing a Health Plan Infographic (USAA): https://www.usaa.com/inet/wc/advice-
health-infographic-how-to-compare-health-plans-standard?
Innovative New Apps Make Shopping for Health Insurance Easier Infographic (Robert Wood Johnson Foundation):
http://www.rwjf.org/en/library/infographics/infographic--innovative-apps-make-shopping-for-health-insurance-
.html.
Disability Insurance
Disability Insurance Calculator [Includes Household Expenses, Current Income, and Benefits from Existing
Disability Insurance Policies] (MetLife): http://www.metlifeiseasier.com/disabilitycalculator/calc_step2.asp
Disability Calculator [Includes Monthly Income, Current Coverage, and Monthly Expenses] (Unum):
http://www.unum.com/Employees/LearningTools/DisabilityCalculator

Personalized Rate Calculator-Disability Insurance Calculator [Includes Drop-Down Menus for Plan Type, Age,
Amount of Benefit, Waiting Period, and COLA] (American Bar Endowment):
http://www.abendowment.org/insurance/dis_lt_calc.asp
Social Security Disability Benefits Calculator (Disability Benefits Help): http://www.disability-benefits-
help.org/form/disability-benefits-calculator
Disability Insurance Lesson Plan (Scholastic): http://www.scholastic.com/nextgeneration/pdf/disability-ed-
guide.pdf
Disability Insurance-Getting Coverage [Background Information About Sources of Coverage]:
http://www.lifehappens.org/insurance-overview/disability-insurance/getting-disability-insurance-coverage/
8 Facts to Know About Disability Insurance Infographic (LifeHealth Pro):
http://www.lifehealthpro.com/2016/05/20/8-facts-to-know-about-disability-insurance-infogra
Disability Facts Infographic (Texas Medical Association Trust): https://www.slideshare.net/TMAIT/disability-
insurance-infographic-57097018
Top 5 Disability Insurance Myths Infographic (Health Markets): https://www.healthmarkets.com/resources/top-5-
disability-insurance-myths-infographic/
Life Insurance
How Much Life Insurance Do I Need? Calculator (Bankrate): http://www.bankrate.com/calculators/insurance/life-
insurance-calculator.aspx
Life Insurance: Calculate Your Needs Calculator (Life Happens): http://www.lifehappens.org/insurance-
overview/life-insurance/calculate-your-needs/
What Are My Needs for Burial and Final Expenses? Calculator [Funeral Cost Estimator]:
https://www.calcxml.com/do/ins03
Life Insurance Lesson Plan (Scholastic): http://www.scholastic.com/nextgeneration/pdf/life-ed-guide.pdf
Life Insurance Lesson Plan (Horace Mann): https://www.horacemann.com/teacher-lounge/resources-for-
educators/teaching-kit/life-insurance
Life Insurance Lesson Plan (Griffith Foundation): http://www.griffithfoundation.org/k-12/curriculum-online/life-
insurance/life-insurance-60-minutes/
Insure My Life? Lesson Plan (Alabama Learning Exchange): http://alex.state.al.us/lesson_view.php?id=24805
The Basics of Life Insurance Lesson (NCEE):
http://wvde.state.wv.us/insite/files/Basics%20of%20Life%20Insurance.pdf
Life Insurance Quiz [Online Flash-Enabled Quiz with 15 Questions; Also Quizzes for Auto, Health, and Property
Insurance] (Get Smart About Insurance): http://www.ksinsurance.org/fraud/flashquiz2/web_quiz.html
What You Need to Know About Life Insurance Infographic (Daily Infographic):
http://www.dailyinfographic.com/the-facts-on-life-insurance-infographic

Life Insurance Cheat Sheet Infographic (Bankrate): http://www.bankrate.com/finance/insurance/types-of-insurance-
infographic.aspx
What is Term Life Insurance? Infographic (Direct Auto and Life Insurance):
https://www.directgeneral.com/learning-center/term-life-insurance/infographic
Most Common Excuses for Not Owning Life Insurance Infographic (Visually): https://visual.ly/worst-excuses-not-
owning-life-insurance
Life Insurance 101: What Affects Your Life Insurance? Infographic (eHealth):
https://resources.ehealthinsurance.com/life-insurance/life-insurance-101-infographic
Life Insurance Facts and Figures Infographic (Infographics Archive): http://www.infographicsarchive.com/health-
and-safety/life-insurance-facts-figures/
Investing Basics
Investor Knowledge Quiz [15 Questions on Multiple Topics]: (FINRA):
http://apps.finra.org/quiz/1/investorquiz.aspx
Savings and Investment Quiz (8 Questions on Multiple Topics) (DFI):
https://www.wdfi.org/ymm/kids/investing/quiz.asp
Saving & Investment Quiz (16 Questions on Multiple Topics) (Indiana Department of Financial Institutions):
http://www.in.gov/dfi/2397.htm
The Ultimate How to Start Investing Quiz [20 Questions on Multiple Topics] (How Stuff Works):
http://money.howstuffworks.com/personal-finance/financial-planning/start-investing-quiz.htm
Pop Quiz! What’s Your Investing Personality? Quiz [8 Questions on Multiple Topics] (Military.com):
http://www.military.com/money/personal-finance/banking-and-savings/pop-quiz-what-is-your-investing-
personality.html
Investment Calculator [Inputs Include Investment Goal, Years to Save, Return on Investment, and Periodic
Contribution] (Bankrate): http://www.bankrate.com/calculators/retirement/investment-goal-calculator.aspx
Investment Calculator [Includes a Bar Graph and Pie Chart to Illustrate the Results] (Smart Asset):
https://smartasset.com/investing/investment-calculator#a8ckPOiQ2v
Investment Calculator [Includes Interactive Bar Growth to Illustrate Balance Accumulation Over Time]
(Calculator.net): http://www.calculator.net/investment-calculator.html
Investment Performance Calculator [Compares Starting and Ending Balance Adjusted for Additions and
Withdrawals] (MoneyChimp): http://www.moneychimp.com/features/portfolio_performance_calculator.htm
Savings Calculator (FINRA): http://apps.finra.org/Calcs/1/Savings
There is No Free Lunch in Investing Lesson Plan (Financial Fitness for Life, Council for Economic Education):
http://fffl.councilforeconed.org/lessons.php?gradeLevel=9-12&lid=68307
Saving and Investing Lesson Plan (Practical Money Skills for Life):
http://practicalmoneyskills.com/foreducators/lesson_plans/lev_3/L3TeachersGuide12.pdf

Diversification and Risk Lesson Plan (Federal Reserve Bank of St. Louis):
https://www.stlouisfed.org/~/media/Education/Lessons/pdf/Diversification-and-Risk.pdf
Seven Things I’ve Learned About Investing Lesson Plan (Canadian Foundation for Economic Education):
http://classroomedition.ca/seven-things-ive-learned-about-investing-2/
Investment Basics Lesson Plan (Next Gen Personal Finance):
https://docs.google.com/document/d/1kImlOgn7fpOFakIVkT_m8awjDMAqU4tc3siWNENvrrU/edit
Investment Strategies Lesson Plan (Next Gen Personal Finance):
https://docs.google.com/document/d/1McTu4rzZ40LiG0j4lbHK4KCfLPJWI2dvaA7f1shg7go/edit
4 Investment Strategies to Grow Wealth Infographic (Motif Investing):
https://www.motifinvesting.com/blog/investment-strategies-to-grow-wealth
Investing by Age Infographic (Nerd Wallet): https://www.nerdwallet.com/blog/investing/infographics/infographic-
investing-age/
Why You Should Start Investing Early Infographic (LifeHack): http://nextgenpersonalfinance.org/investing-
infographic-robo-advising-trend-real/
Rules of the Game: How Investing Works Infographic [Compares Investing to Basketball With words and Pictures]
(Northern Trust): https://wealth.northerntrust.com/investing/how-to-start-investing-rules-of-the-game
Picking Investments is Nothing Like Buying a New Car Infographic [Take-Away: Past Experience Data May be
Good Criteria for Selecting Cars But Not Necessarily Good Criteria for Selecting Investments] (Visual Capitalist):
http://www.visualcapitalist.com/picking-investments-nothing-like-buying-new-car/
Keep Investments on Track Infographic [Shows Target Balance and Rebalancing] (USAA):
https://www.usaa.com/inet/wc/adv_advice-finances-investmentportfolio-ig?akredirect=true
5 Low Budget Investment Ideas to Try Out Infographic (Infographics Archive/CC Bank):
http://www.infographicsarchive.com/economics/investments-small-amounts-money/
Investing Fraud
Investment Fraud Awareness Quiz (NASAA): http://www.nasaa.org/3246/investment-fraud-quiz/
Print Copy (PDF) of NASAA Quiz: http://www.securities.arkansas.gov/!userfiles/NASAA_CSA_Quiz.pdf
Investment Fraud Vulnerability Quiz (AARP): http://www.aarp.org/money/scams-fraud/info-2017/investment-
fraud-vulnerability-quiz.html
Investment Fraud Lesson Plan (IPT): http://www.investorprotection.org/downloads/IPT_Basics_Unit4.pdf
Avoiding Fraud and Scams Lesson Plan (University of Florida IFAS Extension):
https://njaes.rutgers.edu/sshw/internal/older-adults/Lesson-5-Avoiding-Fraud-and-Scams-with-activities.pdf
Elder Fraud: Preventing Senior Scams Lesson Plan (Consumer Action): http://www.consumer-
action.org/downloads/english/2009_Elder_Fraud_Lesson.pdf
How to Avoid a Ponzi Scheme: Lessons From the Madoff Fraud [Background Information] (FPA):
http://www.plannersearch.org/financial-planning/how-to-avoid-a-ponzi-scheme-lessons-from-the-madoff-fraud

Types of Investment Fraud [Background Information] (SaveandInvest.org): https://www.saveandinvest.org/protect-
your-money-spot-and-avoid-fraud/types-investment-fraud
10 Famous Investment Scams [Background Info]: https://www.firmex.com/thedealroom/10-famous-investment-
scams/
Top 10 Types of Investment Scams Infographic (Huffington Post):
http://www.huffingtonpost.com/paladinregistrycom/top-10-types-of-investmen_b_6986214.html
What is a Ponzi Scheme? Infographic (Visually): http://visual.ly/what-ponzi-scheme
Ponzi Schemes Infographic (Debt Roundup): https://www.debtroundup.com/ponzi-scheme-infographic/
Pyramid Scheme (Infogram): https://infogr.am/pyramid-scheme-76
Pyramid Schemes [Background Information and Graphics] (Investor.gov, U.S. Securities and Exchange
Commission): https://www.investor.gov/investing-basics/avoiding-fraud/types-fraud/pyramid-scheme
How Does a Pump and Dump Scam Work? [Background Information and Graphic] (Investopedia):
http://www.investopedia.com/ask/answers/05/061205.asp
Investing in Bonds
Bond Quiz, Money Essentials [10 Questions] (CNN Money):
http://cgi.money.cnn.com/tools/cgiquiz/cgiquiz_101.jsp?id=7
Growth Calculator [Determines Future Growth of U.S. Savings Bonds] (Treasury Direct):
https://www.treasurydirect.gov/BC/SBCGrw
Bond Yield Calculator [Calculates Current Yield and Yield to Maturity] (Money-Zine): http://www.money-
zine.com/calculators/investment-calculators/bond-yield-calculator/
Municipal Bond Tax Equivalent Yield Calculator (David Lerner Associates, Inc.):
https://www.davidlerner.com/calculators/bond-calculator
Tax Equivalent Yield Calculator (Bankrate): http://www.bankrate.com/calculators/retirement/tax-equivalent-yield-
calculator-tool.aspx
Taxable Equivalent Yield Calculator (Oppenheimer Funds): https://www.oppenheimerfunds.com/investors/taxable-
equivalent-yield-calculator
What is a Bond? Lesson Plan (Learning, Earning, and Investing, Council for Economic Education):
http://lei.councilforeconed.org/lessons.php?lid=68402
Bond Investing Lesson Plan (Next Gen Personal Finance): https://www.gooru.org/player/ceb0e294-7c9a-44e9-
8d48-30ab958d30a1?resourceId=01f3cafd-4716-4291-aa66-fc000759892c&type=collection
Short-Term Municipal Bonds Infographic [Good General Statistics About Municipal Bonds] (U.S. Global
Investors): http://www.usfunds.com/interactive/why-investing-in-short-term-municipal-bonds-makes-sense-
now/#.WK8ai03rs5s

Investing in Stocks
Stock Quiz, Money Essentials [15 Questions] (CNN Money):
Test Your Investing Instincts Quiz [10 Question Quiz] (Kiplinger): http://www.kiplinger.com/quiz/investing/T023-
S001-test-your-investing-instincts/
Stocks Quiz [10 Mostly Advanced Level Questions] (Money-Quiz.com): http://www.money-quiz.com/Stocks.htm
What’s Your Investing IQ? Quiz [5 Questions] (LearnVest): https://www.learnvest.com/knowledge-center/quiz-
whats-your-investing-iq/
Bulls, Bears, and Financial Markets Lesson Plan (Biz Kids): http://bizkids.com/lesson/lesson-121
Saving and Investing For Your Future Lesson Plan (Biz Kids): http://bizkids.com/wp/wp-
Stock Market Terminology: 20 Terms You Need to Know Infographic (TimothySykes.com):
http://www.timothysykes.com/blog/stock-market-terminologyinfographic/
Penny Stocks 101 Infographic (TimothySykes.com): http://www.timothysykes.com/blog/penny-stocks-101-
infographic/
10 Financial Lessons We Can Learn From Warren Buffet Infographic (Monevator): http://monevator.com/warren-
buffetts-investing-tips-infographic/
In Investing, It’s When You Start and Finish Infographic (New York Times):
http://www.nytimes.com/interactive/2011/01/02/business/20110102-metrics-graphic.html?_r=0
Trading vs. Investing Infographic (CFA Institute): http://www.wallstreetmojo.com/trading-vs-investing/
Can I Become a Millionaire if I Invest in the Stock Market? Infographic (TimothySykes.com):
http://www.visualistan.com/2014/06/can-i-become-millionaire-if-i-invest-in-stock-market.html
Investing in Mutual Funds
Mutual Fund Quiz, Money Essentials [8 Questions] (CNN Money):
http://cgi.money.cnn.com/tools/cgiquiz/cgiquiz_101.jsp?id=6
How Well Do You Know Mutual Funds? Quiz [10 Questions] (Kiplinger):
http://www.kiplinger.com/quiz/investing/T041-S001-how-well-do-you-know-mutual-funds-quiz/index.html
The Ultimate Mutual Funds Quiz [10 Questions]: http://money.howstuffworks.com/personal-finance/financial-
planning/mutual-funds-quiz.htm
Mutual Fund Exam Questions/Answers [50 Questions] (Scribd): https://www.scribd.com/doc/48391741/mutual-funds-
quiz
Mutual Fund Fees Calculator (Bankrate): http://www.bankrate.com/calculators/retirement/mutual-funds-fees-
calculator.aspx
How Do Expenses Impact Mutual Fund Returns? Calculator (CalcXML):
https://www.calcxml.com/calculators/inv12

The SEC Mutual Fund Cost Calculator: A Tool For Comparing Mutual Funds Calculator (U.S. Securities and
Exchange Commission): https://www.sec.gov/investor/tools/mfcc/mfcc-intsec.htm
What are Mutual Funds? Lesson Plan (Learning, Earning, & Investing, Council for Economic Education):
http://lei.councilforeconed.org/lessons.php?lid=68403
Mutual Fund Basics Tutorial [Background Information] (Investopedia):
http://www.investopedia.com/university/mutualfunds/
Mutual Funds and ETFs: A Guide for Investors [Background Information] (U.S. Securities and Exchange
Commission): https://www.sec.gov/investor/pubs/sec-guide-to-mutual-funds.pdf
What is a Mutual Fund? Infographic (Finance Infographics):
https://financegraphics.wordpress.com/2012/06/08/what-is-a-mutual-fund/
Make Money by Mutual Funds Infographic (Business 2 Community/Infogr.am): https://infogr.am/make-money-by-
mutual-funds--infographic
Mutual Funds Infographic (Piktochart): https://magic.piktochart.com/output/4372991-untitled-infographic
How to Read a Mutual Fund Prospectus
Digging Deeper: The Mutual Fund Prospectus [Background Information] (Investopedia):
http://www.investopedia.com/articles/mutualfund/04/032404.asp
Mutual Fund 101 Quiz- The Answers Quiz [10 Questions] (Landaas & Company Investments):
http://www.landaas.com/landaas-university/mutual-fund-101-quiz-the-answers/
How Much Do You Know About Investing in Mutual Funds? (The Wall Street Journal):
http://graphics.wsj.com/quiz/index.php?standalone=1&slug=mwl_mutual_funds_quiz
How to Read a Mutual Fund Prospectus [Background Information] (Merrill Edge):
https://www.merrilledge.com/article/how-to-read-a-mutual-fund-prospectus
Investing in Exchange-Traded Funds (ETFs)
Do You Really Know What an ETF Is? Quiz (Quartz): https://qz.com/742370/interactive-quiz-do-you-really-know-
what-an-etf-is/
Eight Questions to Ask Before Deciding Between Mutual funds and ETFs Quiz (The Wall Street Journal):
http://graphics.wsj.com/etfs-vs-mutual-funds-how-to-choose/
Investing Classroom Course 104 Quiz (TD Ameritrade):
http://morningstar.tdameritrade.com/tda/tdaclassroom/quiz.asp?docId=360966&docQues=1&MP=IC&OPT=ETF&c_name=
Investing How-To: Mutual Fund or ETF? [Background Information] (LearnVest):
https://www.learnvest.com/knowledge-center/investing-how-to-mutual-fund-or-etf/
ETF Versus Mutual Fund: Comparing the 2 Heavyweight Investments Infographic (Start Investing Online):
http://www.startinvestingonline.com/etf-vs-mutual-fund/

What is an ETF? Infographic [Includes a Comparison to Mutual Funds] (Mint.com/Investopedia/Visually):
http://www.investopedia.com/articles/basics/11/etf-infographic.asp
The Unstoppable Growth of Exchange-Traded Funds Infographic (Kurtosys): https://blog.kurtosys.com/the-
unstoppable-growth-of-etfs-infographic/
Retirement Planning
Retirement Calculator (Bankrate): http://www.bankrate.com/calculators/retirement/retirement-plan-calculator.aspx
Ballpark Estimate Calculator (Choose to Save): http://www.choosetosave.org/ballpark/
Retirement Income Calculator (Vanguard):
https://retirementplans.vanguard.com/VGApp/pe/pubeducation/calculators/RetirementIncomeCalc.jsf
Retirement Calculator (Charles Schwab):
http://www.schwab.com/public/schwab/investing/retirement_and_planning/saving_for_retirement/retirement_calcu
lator
Will You Have Enough to Retire? Calculator [Simple Calculation With Just a Few Variables](CNN Money):
http://money.cnn.com/calculator/retirement/retirement-need/
Retirement Calculators [Eight Online Calculators with Sliders and Graphs] (Mutual of America);
http://www.mutualofamerica.com/yrc/calculators?source=G17AFFCT&gclid=CjwKEAiArbrFBRDL4Oiz97GP2nI
SJAAmJMFaQwEzWNH6FMKxNNaUYiOpzD-mXHiyeHsA7g88l879-xoCuPrw_wcB
Retirement Planning Tools [Ten Online Calculators and Worksheets] (Vanguard):
https://personal.vanguard.com/us/insights/retirement/retirement-tools?WT.srch=1&cmpgn=PS:RE
Test Your Retirement Planning Smarts Quiz (AARP): http://www.aarp.org/work/retirement-planning/info-08-
2011/test-your-retirement-planning-smarts-quiz.html
Retirement Planning: How Prepared Are You? Quiz (Kiplinger): http://www.kiplinger.com/quiz/retirement/T047-
S001-retirement-planning-how-prepared-are-you/
Take This Quiz to Test Your Retirement Savings IQ Quiz (Bankrate):
http://www.bankrate.com/finance/retirement/quiz-what-do-you-know-about-retirement.aspx
Retirement Income Quiz (Charles Schwab):
http://www.schwab.com/public/schwab/investing/retirement_and_planning/retirement_income/retirement_quiz
Are You Saving Enough for Retirement? Quiz (How Stuff Works): http://money.howstuffworks.com/personal-
finance/retirement-planning/retirement-savings-quiz.htm
Think You’re Ready to Retire? Grab a Pencil Quiz [Quiz Questions Are Contained Within the Article] (Wall Street
Journal): https://www.wsj.com/articles/SB10001424052702303918804579109440334295698
Retirement Planning Quiz (The Money Quiz): http://www.fn.com/pf/features/quizzes/retire_kansas/1q.html
The Retirement Personality Profiler Quiz (Choose to Save):
http://www.choosetosave.org/brochures/index.cfm?fa=profiler
Retirement Personality Quiz (Guardian): https://www.myretirementwalk.com/tools-and-resources/personality-quiz/

Planning for Retirement: Getting a Jump on the Golden Years Lesson Plan (Finan 1200, Utah):
http://web.utah.edu/basford/personalfinance/handouts/retirement/planning.html
Retirement Lesson Plan [Includes a Variety of Interactive Activities] (Utah Education Network):
http://www.uen.org/Lessonplan/preview.cgi?LPid=29010
5 Ways to Cultivate Your Retirement Savings Infographic (Online Trading Academy):
http://www.tradingacademy.com/retirement-planning/retirement-savings.aspx
30 Questions Seniors Should Ask to Plan for Their Future Infographic (Age in Place):
http://ageinplace.com/planning/retirement-planning-30-questions/
Are You Prepared? Retirement Planning and Savings Infographic (Carson Institutional Alliance):
https://s3.amazonaws.com/static.contentres.com/media/documents/69fba23e-d5c8-4894-b228-6fabb4d788ef.pdf
Retirement Unraveled Infographic (Lemon.com): http://www.businessinsider.com/retirement-planning-401k-roth-
ira-lemoncom-2012-4
Retirement Planning By Age: What You Should be Doing Right Now Infographic (Gibson Financial Services):
http://gibsonfinancialservices.com/retirement-planning-by-age-what-you-should-be-doing-right-now-infographic/
Baby Boomers and Retirement Planning Infographic (FLP Financial Planning):
http://www.flpfinancialplanning.com/financial-planning-blog/2016/11/2/baby-boomers-and-retirement-planning-infographic
Retirement Planning With the Younger Generation Infographic (Plan Perfect):
https://www.planperfectretirement.com/retirement-planning-younger-generation-infographic/
The Boomerang Generation’s Retirement Planning Infographic (Milliman, Inc.):
https://www.retirementtownhall.com/?p=6425#sthash.m8tUzFui.dpbs
Tips on Planning for Retirement Infographic (Thayer Properties, LLC): https://www.thayerpartnersllc.com/blog/5-
tips-on-planning-for-retirement
4 Questions to Help You Plan Your Retirement Infographic (Fisher Investments):
https://www.fisherinvestments.com/your-retirement/retirement-planning/4-questions-plan-your-retirement
Retirement: Are You Saving Enough? Infographic (The One Brief): http://www.theonebrief.com/infographic-how-
much-do-you-need-to-save-for-retirement/
The Retirement Savings Paradigm: Factors Influencing Saving Infographic (ADP): https://www.adp.com/tools-and-
resources/adp-research-institute/research-and-trends/research-item-detail.aspx?id=7c9f84a9-2558-4986-80be-21139c223477
The New Retirement: Not Retiring Infographic (Merrill Edge): https://www.merrilledge.com/report/infographic
Making the Most of Longer Lives: How Older Americans Divide Their Leisure Time Infographic (Great West
Financial): http://www.wealthmanagement.com/retirement-planning/infographic-making-most-longer-lives and
http://assets.penton.com/MarketingImages/2016/2016_GreatWest/GW_lifestyle_IG_V4.pdf
Retirement Bucket Strategy Infographic (The Retirement Manifesto):
http://www.theretirementmanifesto.com/infographic-bucket-strategy/

Meeting the Retirement Challenge Infographic [Retirement Survey Results] (Deloitte):
https://www2.deloitte.com/content/dam/Deloitte/us/Documents/financial-services/us-fsi-meeting-the-retirement-
challenge-info-09302014.pdf
Social Security Infographic (Pinnacle Financial Group): http://www.pfgonline.net/insights/infographics/social-
security/ and http://www.pfgonline.net/wp-content/uploads/2017/01/Social-Security-Infographic.pdf
The Biggest Surprises in Retirement [Background Information Article with Insights from Retirees] (Wall Street
Journal): https://www.wsj.com/articles/the-biggest-surprises-in-retirement-1486955341?tesla=y
Retirement Planning Checklist (Balance Financial Fitness Program):
https://www.balancepro.net/education/pdf/BALNRetirementPlanningChecklist.pdf
Retirement Planning Checklist (Vanguard): https://vanguard.com/pdf/RPMCK_112016.pdf
Military Retirement Planning
Military Retirement Calculator (MilitaryPay.com): http://www.militarypay.com/
Federal Ballpark Estimate Calculator (OPM.gov): http://www.opm.gov/retirement-services/calculators/federal-
ball-park-estimator/
TSP Monthly Payment Calculator (Thrift Savings Plan):
https://www.tsp.gov/PlanningTools/Calculators/monthlyPayCalc.html
How Much Will My Savings Grow? Calculator (Thrift Savings Plan):
https://www.tsp.gov/PlanningTools/Calculators/howSavingsGrow.html
Paycheck Estimator Calculator (Thrift Savings Plan):
https://www.tsp.gov/PlanningTools/Calculators/paycheckEstimator.html
How Much Can I Contribute? Calculator (Thrift Savings Plan):
https://www.tsp.gov/PlanningTools/Calculators/electiveContributions.html
Contribution Comparison Calculator (Thrift Savings Plan):
https://www.tsp.gov/PlanningTools/Calculators/contributionComparison.html
Changes to Military Retirement Require Thought, Planning [Background Information] (Benefits Pro):
http://www.benefitspro.com/2016/11/11/changes-to-military-retirement-require-thought-
pla?t=trends&slreturn=1488300378
Retirement Planning for All Ages [Background Information] (Military.com):
http://www.military.com/money/retirement/military-retirement/military-retirement-planning-tips.html
Blended Retirement System at a Glance Infographic (U.S. Department of Defense):
https://www.uscg.mil/hq/cg1/cg131/docs/mbr_res/BlendedRetirementSystemInfographic.pdf
Changes Ahead Infographic [Explains the Blended Retirement System]: https://www.usaa.com/inet/wc/adv_advice-
military-changesaheadbrs-ig?akredirect=true
Best and Worst States for Military Retirees Infographic (LifeHealthPro):
http://www.lifehealthpro.com/2014/05/23/best-and-worst-states-for-military-retirees-infogr

Retirement “Paycheck” (Managing Money in Retirement)
Investment Income Calculator [Calculates the Potential Income from Accumulated Retirement Savings]
(Vanguard):
https://personal.vanguard.com/us/funds/tools/incomecalculator?PriorSc=&PriorFundId=&PriorYld=4&SEC+Yield
=4&Investment=1000000&Income=&Per=year
Retirement Withdrawal Calculator [Calculates Annual Withdrawals from Retirement Savings Accounts]
(MyCalculators.com): http://www.mycalculators.com/ca/retcalc1m.html
How Long Will My Money Last With Systematic Withdrawals? Calculator [Calculates Monthly or Annual
Withdrawals from Retirement Savings Accounts] (Mutual of Omaha):
http://www.mutualofomaha.com/tools/calculators/retirement-planning/how-long-my-money-last.php
How Long Will My Money Last With Systematic Withdrawals? Calculator [Calculates Monthly or Annual
Withdrawals from Retirement Savings Accounts] (CalcXML): https://www.calcxml.com/calculators/how-long-
will-my-money-last
Retirement Withdrawal Calculator [Calculates Annual Income in Retirement from Retirement Funds and
Pension/Social Security] (Money-Zine): http://www.money-zine.com/calculators/retirement-calculators/retirement-
withdrawal-calculator/
Savings Withdrawal Calculator [Calculates When Savings Runs Out or How Much Remains After a Series of
Withdrawals] (Bankrate): http://www.bankrate.com/calculators/savings/savings-withdrawal-calculator-tool.aspx
Retirement Withdrawal Calculator [Calculates How Much Money Can Be Safely Withdrawn From Savings and for
How Long] (American Institute for Economic Research): https://www.aier.org/retirement-withdrawal-calculator
Four Percent (4%) Rule Calculator [Detailed Analysis with Many Personalized Variables] (FourPercentRule.com):
http://www.fourpercentrule.com/
Retirement Longevity Calculator [Simple Calculator with Four Inputs That Provides a Calendar of Monthly
Withdrawals] (Time Value Software): http://www.timevalue.com/products/tcalc-financial-calculators/retirement-
savings-longevity-calculator.aspx
Required Minimum Distribution Calculator [Simple Calculator with 2 Inputs: Year-End Account Balance and Age
at Year-End] (FINRA): http://apps.finra.org/Calcs/1/RMD
Retirement Calculator [4 Calculators] (Calculator.net): http://www.calculator.net/retirement-calculator.html
Retirement Estimator Calculator (Social Security Administration): https://www.ssa.gov/retire/estimator.html
Calculators Web Site [9 Different Calculators: Retirement Estimator, Quick Calculator, Life Expectancy
Calculator, Retirement Age Calculator, Online Calculator, Detailed Calculator, WEP Calculator, GPO Calculator,
Earnings Test Calculator, Benefits for Spouses Calculator, Early or Late Retirement Calculator] (Social Security
Administration): https://www.ssa.gov/planners/benefitcalculators.html
Make Withdrawals Without Running Out of Money [Background Information] (Vanguard):
https://retirementplans.vanguard.com/ekit/pmed/retirement_income_center/withdrawals.html

4 Challenges During Retirement Infographic (Pinnacle Financial Group):
http://www.pfgonline.net/insights/infographics/4-challenges-during-retirement/ and http://www.pfgonline.net/wp-
content/uploads/2017/01/Living-in-Retirement-Infographic.pdf
5 Retirement Risks That Bite Infographic (The Huffington Post):
http://www.huffingtonpost.com/paladinregistrycom/5-retirement-risks-that-b_b_8433130.html
Retirement Bucket Strategy Infographic (The Retirement Manifesto): http://www.theretirementmanifesto.com/how-
to-build-a-retirement-paycheck/
Estate Planning
Estate Tax Planning Calculator [Calculates Estate Expenses and Amount Remaining for Heirs with a Pie Chart]
(Bankrate): http://www.bankrate.com/calculators/tax-planning/estate-tax-planning-calculator.aspx
Estate Tax Calculator (Calculates Net Taxable Estate and Federal Estate Tax] (Calculator.net):
http://www.calculator.net/estate-tax-calculator.html
Estate Tax Calculator (John Hancock Insurance):
https://www.jhadvancedmarkets.com/ecalculator/forms/frmetaxcalc.aspx
Test Your Estate-Planning Smarts Quiz [10 Question Quiz] (AARP): http://www.aarp.org/money/investing/info-
2014/estate-planning-quiz.html#quest1
The Ultimate Estate Planning Quiz [15 Questions] (How Stuff Works); http://money.howstuffworks.com/personal-
finance/financial-planning/ultimate-estate-planning-quiz.htm
Paralegal Quiz-Estate Planning and Probate [15 Questions with Answers] (Paralegal Alliance):
http://www.paralegalalliance.com/paralegal-quiz-estate-planning-probate/#axzz4a7mnpuaR
An Estate Planning Quiz [Print Copy with 28 Questions and a Scoring Grid] (Planners Financial Services):
https://www.plannersfinancialservices.com/59428.htm
An Estate Planning Quiz [25 Questions With a Scoring Grid in a Brochure Format] (The Sharpe Group):
http://www.connellandassoc.com/pdf/SharpeEstatePlanningQuizBrochure.pdf
Estate Planning Quiz [10 True-False Questions With Answers] (Ed McClements, ChFC):
https://www.linkedin.com/pulse/estate-planning-quiz-ed-mc-clements-chfc-msfs-clu
Estate Planning and Risk Management Lesson Plan (Utah Education Network):
http://www.uen.org/Lessonplan/preview.cgi?LPid=29005
Estate Planning Lessons (Saint Lawrence Seminary): http://www.rrnew.com/sls/estate-planning-lessons.html
Estate Planning Simplified Infographic (Pinnacle Financial Group):
http://www.pfgonline.net/insights/infographics/estate-planning/ and http://www.pfgonline.net/wp-
content/uploads/2017/01/Estate-Planning-Infographic.pdf
Why People Avoid Estate Planning Infographic (Madam Money, Tarra Jackson):
http://www.madammoney.com/why-people-avoid-estate-planning-infographic/

Estate Planning Simplified Infographic (Carson Wealth): http://www.carsonwealth.com/wp-
content/uploads/2017/01/Estate-Planning-Infographic.pdf
A Shocking Statistical Look at Estate Planning Infographic (Virtual Attorney):
http://thevirtualattorney.com/blog/shocking-statistical-look-estate-planning-infographic
Can You Afford Not to Have an Estate Plan? Infographic (Visually): http://visual.ly/estate-planning
Fun Facts About Estate Planning Infographic (Visually): http://visual.ly/fun-facts-about-estate-planning
When Should You Revisit Your Estate Plan? Infographic (R.L. Brown Wealth Management):
https://rlbrownwealth.com/4-occasions-updating-estate-plan-infographic/
Estate Planning Tips for Women Infographic (Passare): http://blog.passare.com/2014/09/05/estate-planning-tips-
women-infographic/
Estate Planning Checklist Infographic (ASecureLife): http://www.asecurelife.com/estate-planning-checklist/
Building Wealth
Millionaire Calculator [Input Initial Investment, Deposit Amount, Interest Rate, and Inflation Rate to Calculate
Number of Years Until Savings Reaches $1 Million] (Financial Mentor):
https://financialmentor.com/calculator/millionaire-calculator [Part of a Collection of Retirement Calculators:
https://financialmentor.com/calculator/retirement-calculator]
How to Become a Millionaire Calculator [Calculates the Amount Needed to be a Millionaire by a Certain Age;
Inputs are Salary, Age, & Savings] (Salary.Com):
http://swz.salary.com/millionairemaker/layouthtmls/mlcl_start.html
Nine Lessons in Wealth-Building from The Millionaire Next Door [Background Information] (Get Rich Slowly):
http://www.getrichslowly.org/blog/2011/02/09/nine-lessons-in-wealth-building-from-the-millionaire-next-door/
Steps to Building Wealth [Background Information] (Bankrate): http://www.bankrate.com/finance/investing/steps-
to-building-wealth.aspx
3 Simple Steps to Building Wealth [Background Information] (Investopedia):
http://www.investopedia.com/articles/pf/07/three_steps.asp
Building Wealth: Beginner’s Guide to Securing Your Future [Downloadable 40-Page Publication to Use With
Classroom Lessons] (Federal Reserve Bank of Dallas):
https://www.dallasfed.org/~/media/microsites/cd/wealth/teachers.html#tab3 [Landing Page] and
http://securities.utah.gov/docs/building_wealth_beginners_guide.pdf [PDF Document]
Building Wealth Lesson Plan [Includes 12 Lessons with Procedure Documents and Interactive Lessons] (Federal
Reserve Bank of Dallas): https://www.dallasfed.org/~/media/microsites/cd/wealth/teachers.html
How to Build Wealth- Simplified Infographic (Financial Mentor): https://financialmentor.com/wealth-building/how-
to-build-wealth/7699
How to Build Wealth Infographics [2 Different Infographics] (Financial Mentor):
https://adrianniculescu.com/2013/07/27/how-to-build-wealth-infographics/

The Relationship Between Income and Wealth Scatterplot Graph (Visual Capitalist):
http://www.visualcapitalist.com/relationship-income-and-wealth/
Health and Wealth Relationships
Personal Health and Finance Quiz (Rutgers Cooperative Extension): http://njaes.rutgers.edu/money/health-finance-
quiz/
Financial Wellness: The Health to Wealth Connection [Background Information] (Simplicity Health Plans):
https://www.thestayfitplan.com/images/Simplicity_Health_Plans_Financial_Wellness_White_Paper_2014.pdf
Health and Wealth: The Costs of a Cared-For Nation Infographic (The Infographics):
http://theinfographics.blogspot.com/2011/07/health-and-wealth.html
Student Loans
Student Loan Calculator [Calculates How Long It Takes to Repay a Loan; Inputs Are Loan Amount, Loan Term,
Interest Rate, and Loan Start Date] (Bankrate): http://www.bankrate.com/calculators/college-planning/loan-
calculator.aspx
Loan Calculator [Calculates Monthly Loan Payment, Cumulative Payments, and Total Interest Paid] (FinAid):
http://www.finaid.org/calculators/scripts/loanpayments.cgi
Student Loan Calculator [Calculates Monthly Payment and Total Interest Paid] (Nerd Wallet):
https://www.nerdwallet.com/blog/loans/student-loans/student-loan-calculator/
How Much Will You Pay? Calculator [Calculates the Payoff Period and Interest Paid Based on Loan Amount,
Monthly Payment, and Interest Rate; Also Cautions About Low Payments Where the Loan Cannot Ever be
Repaid] (CNN Money): http://cgi.money.cnn.com/tools/studentloan/studentloan.html
Student Loan Calculator [Includes a Search Figure for the Average Debt for Specific Colleges and a Slider to Show
the Impact of Increased Payments] (New York Times): https://www.nytimes.com/interactive/2016/your-
money/student-loan-repayment-calculator.html?_r=0
Loan Repayment Calculator [Includes an Income Question and Shows Borrowers’ Debt-to-Income Ratio]
(Navient): https://navient.wealthmsi.com/loanrepay.php
Estimate Your Student Loan Payment (Repayment Calculator) [Simple Calculator with Three Inputs] (Mapping
Your Future): https://mappingyourfuture.org/paying/standardcalculator.cfm
Student Loan Calculator [Includes 4 Inputs and Creates a Bar Graph Showing Principal Payment Over Time]
(Smart Asset): https://smartasset.com/student-loans/student-loan-calculator
Student Loan Calculators [Contains 19 Different Calculators for Various Types of Student Loan Decisions and
Repayment Plans] (Student Loan Hero): https://studentloanhero.com/calculators/
How Much Do You Know About Student Loan Repayment? Quiz [10 Questions] (U.S. News & World Report):
https://www.usnews.com/education/best-colleges/paying-for-college/articles/2014/11/03/quiz-how-much-do-you-
know-about-student-loan-repayment
Are You Student Loan Savvy? Quiz [10 Printed Questions with a Link to the Answers and Explanations] (Iowa
College Access Network): http://www.icansucceed.org/index.cfm?nodeID=63953&audienceID=1

The Ultimate Managing Student Loans Quiz [20 Questions] (How Stuff Works):
http://money.howstuffworks.com/personal-finance/college-planning/financial-aid/managing-student-loans-quiz.htm
Federal Student Aid Web Site [One-Stop Student Loan Background Information for Students and Parents,
Including Information on Loan Repayment and Consolidation] (Federal Student Aid): https://studentloans.gov
Beer or Textbooks? The Rising Rate of Frivolous Student Loan Spending Infographic (Student Loan Hero):
https://studentloanhero.com/featured/students-spending-loans-surprising-truth-infographic/
Let’s Shed Some Light on the Subject of Student Loan Debt: 6 Things You Should Know Infographic (MGIC):
https://www.mgic.com/-/media/MGIC/PDFs/infographic-student-loan-debt.pdf
Has Student Loan Debt Held You Back? Infographic (ConsumerCredit.com):
http://www.consumercredit.com/financial-education/infographics/infographic-has-student-loan-debt-held-you-
back/
How Financial Literacy Education Affects Student Loan Borrowing Infographic (iGrad):
http://schools.igrad.com/blog/financial-literacy-effect-on-student-loans
Should You Refinance Your Student Loans? Infographic (Nerd Wallet): http://www.huffingtonpost.com/brianna-
mcgurran/use-this-infographic-to-d_b_9041036.html
What Happens if I Default on my Student Loans? Infographic (IonTuition): https://blog.iontuition.com/what-
happens-if-i-default-on-my-student-loans/
Federal Student Loan Forgiveness Infographic (LendEDU/Shop Tutors, Inc.): https://lendedu.com/blog/federal-
student-loan-forgiveness-infographic
Student Loan Crisis Infographic (AutoPayPlus): https://www.autopayplus.com/student-loans-how-do-they-
work/student-loan-infographic-1/
Federal Student Aid Infographics Page [Collection of FSA Infographics] (Federal Student Aid, U.S. Department of
Education): http://visual.ly/users/federalstudentaid/portfolio and
https://financialaidtoolkit.ed.gov/tk/outreach/social-media/infographics.jsp
College Pay-Off (Return on Investment)
What is the ROI of Your College Degree? [Background Information with a Table That Shows Years Needed to
Repay Education Investment] (Bankrate): http://www.bankrate.com/finance/college-finance/roi-college-
degree.aspx
What’s the ROI of Your College Major ? It May Surprise You Infographic [Background Information with a Table
That Shows Years Needed to Break Even] (StudentLoan.com): https://www.studentloan.com/plan/roi-college-
major/
5 Best Schools for ROI Infographic [Includes Graduation Rate, Cost, and Median Annual Alumni Pay] (PayScale,
Inc.): http://www.payscale.com/college-education-value/2012-best-college-ROI and 5 Worst Schools for ROI
Infographic (PayScale, Inc.): http://www.payscale.com/college-education-value/2012-worst-college-ROI
Should Everyone Go to College? Infographic (Brookings): https://www.brookings.edu/interactives/infographic-
should-everyone-go-to-college/

Scams
Is it a Scam or Is It Real? Quiz [10 Questions] (AARP): http://www.aarp.org/money/scams-fraud/info-09-2011/is-
it-scam-or-real-quiz.html#quest1
Are You Easy Prey for Online Scams? Quiz [8 Questions] (Bankrate): http://www.bankrate.com/finance/identity-
theft/online-scams-quiz.aspx
Scam-a-Rama (Protect Yourself From Being Scammed) Lesson Plan (Biz Kids): http://bizkids.com/wp/wp-
Entrepreneurship
Do You Have What It Takes to Be An Entrepreneur? Quiz (Entrepreneur):
https://www.entrepreneur.com/article/246454 and What’s Your Entrepreneurial IQ? Quiz (Entrepreneur):
https://www.entrepreneur.com/article/247560
Entrepreneur Quiz: Should You Start a Business? [25 Questions]: https://www.wesst.org/business-
resources/entrepreneur-quiz/
Solo Retirement Planning Infographic [Retirement Planning for Self-Employed Workers] (Solo PR Pro):
http://soloprpro.com/solo-retirement-planning-infographic/
Miscellaneous Topics- Other
Human Capital: Investing in Yourself for Your Future Lesson Plan (Channel One):
https://www.channelone.com/wp-content/themes/channelone/genmoney/lesson-plans/Human_Capital_Lesson.pdf
Health Savings Account (HSA) Savings Calculator [Includes Sliders and Graph] (Farmers State Bank):
https://www.fsb1879.com/resources/calculators/health-savings-account-hsa-savings-calculator.aspx
Pay Down Debt or Invest Calculator (Get Smarter About Money.ca): http://www.getsmarteraboutmoney.ca/tools-
and-calculators/pay-down-debt-or-invest/pay-down-debt-or-invest.aspx
The Robo-Advisor Arms Race Infographic (Bloomberg/VisualCapitalist.com/Next Gen Personal Finance):
http://nextgenpersonalfinance.org/investing-infographic-robo-advising-trend-real/
Millennials Coming of Age Infographic (Goldman Sachs): http://www.goldmansachs.com/our-
thinking/pages/millennials/
Miscellaneous Kiplinger Quizzes
The Personal Finance Quiz (Kiplinger): http://www.kiplinger.com/quiz/saving/T065-S001-the-personal-finance-
quiz/
Test Your Financial Fluency Quiz (Kiplinger): http://www.kiplinger.com/quiz/saving/T065-S001-test-your-
financial-fluency/index.html
Do You Have What It Takes to Be a Millionaire? Quiz (Kiplinger): http://www.kiplinger.com/quiz/saving/T063-
S001-do-you-have-what-it-takes-to-be-a-millionaire/index.html

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