This bundle of 14 interactive investment worksheets covers key concepts like simple vs. compound interest, the power of compounding, recurring deposits, savings vs. investment, stock market simulations, dollar cost averaging, diversification, long-term investing, retirement calculations, etc. These engaging activities help students build a strong foundation in personal finance and investment strategies.

This bundle of 12 insurance worksheets covers the basics of insurance, auto insurance, health insurance, renter's insurance, and homeowners insurance. Through practical activities and real-world scenarios, students will learn to understand, compare, and make informed decisions about various insurance policies.

This bundle of five tax worksheets covers pay stub analysis, progressive tax calculation, filing status and standard deduction, government spending analysis, and W-2 form analysis. Each worksheet engages students through practical activities and real-world scenarios, helping them understand various aspects of taxes and enhancing their tax literacy and decision-making skills.

This bundle of 12 career planning worksheets covers aspects such as fastest-growing jobs, post-high school options, career clusters, job salary analysis, top job projections, declining jobs, job postings, unemployment rates, skills assessment, career pathways, networking strategies, and resume writing.

This bundle of 8 car loan worksheets covers topics such as leasing versus buying, amortization analysis, loan duration and interest rate impacts, car loan simulation, EMI calculation, and more. Each worksheet engages students in practical activities and real-world scenarios, helping them understand various aspects of car loans and develop financial literacy skills.

This bundle of 8 home loan worksheets covers topics such as principal-only payments, renting versus owning, amortization analysis, interest rate and loan duration impacts, EMI calculation, and more. Each worksheet engages students in practical activities and real-world scenarios, helping them understand various aspects of home loans and develop financial literacy skills.

This bundle includes 14 budgeting worksheets designed for high school students. Topics cover zero-based budgeting, inflation, food expenses, housing rent, transport costs, and more. Each worksheet features engaging activities to enhance students' financial literacy and budgeting skills.

This bundle of 9 interactive worksheets on savings is designed to provide students with a comprehensive understanding of various aspects of saving money. Each worksheet is crafted to engage students through practical activities, quizzes, and real-world scenarios, ensuring a deep and lasting grasp of personal finance concepts.

The main goal of this worksheet is to help students understand the impact of compounding. Through a graphical method, they will learn the difference between simple and compound interest. Furthermore, as the investment duration increases, they will grasp the effect of compounding.

Students will participate in a simulated stock market, where they can actively buy and sell shares of an electric car company over a span of 360 days. Students will encounter various market events that influence share prices, presenting them with opportunities and challenges

In this simulation, students are given $10,000 to invest in shares from three companies: Moon Pharma (Low risk), SoftwareCon (Medium risk), and Concrete Constructions (High risk). They will evaluate risk profiles, allocate funds strategically, and aim to achieve a minimum profit of $20,000.

In this worksheet, students will calculate the total tax to be paid by different individuals based on their taxable income using progressive tax brackets. They will determine the effective tax rate for each individual, understanding that lower-income individuals pay a lower percentage of their income in taxes.

In this worksheet, students will select an auto insurance plan (basic, standard, deluxe, or platinum) and evaluate its benefits over four years. They will analyze a series of events affecting their car, calculate premiums and out-of-pocket costs, and compare the financial benefits of having insurance.

Students will read a graph showing the average monthly expenses of Americans and answer the review questions. Students will also adjust the budget to cover an unforeseen incident.

Students will explore the impact of adjusting interest rates and loan durations on the amortization of a mortgage loan. Using sliders to adjust these parameters, they will see real-time changes in a stacked bar chart that shows the distribution of payments between principal (blue) and interest (red).

Students will design a monthly budget by allocating the given salary for different discretionary expenses but still trying to save at least 10% of their salary for the future.

Students will analyze the amortization schedule of a $20,000 car loan with a 7% interest rate, choosing between a 3-year and a 6-year loan duration. They will calculate the percentage of each payment that goes towards principal and interest for different months and compare the schedules to understand the impact of loan duration on amortization.

Students will be given a profile with total savings, monthly salary, etc. and then they have to choose the down payment, points to purchase, and the loan duration to purchase a house.

Students will sharpen their budgeting and categorization skills by sorting given expenses into predefined budget categories through a user-friendly drag-and-drop interface.

Students will understand the concept of insurance pooling and will calculate the total profit of a fictitious auto insurance company in an year.

This is a digital budgeting worksheet that students can use to set their short and long-term goals, list incomes and expenses, categorize each expense, and reserve money to achieve goals.

Students will compare the costs of leasing a Toyota Camry versus buying it with a loan. They will estimate the total leasing cost for 36 months and use a loan calculator to determine the total buying cost, including the impact of resale value after 36 months.

In this worksheet, students will read and analyze a sample job posting to understand its key components, such as job title, responsibilities, qualifications, and application instructions. They will answer questions based on the job posting, enhancing their ability to interpret job listings and prepare effectively for job applications.

Students will calculate the total cost of all ingredients needed for one Thanksgiving meal and then find out the total number of meals that can be prepared in the community kitchen for Thanksgiving Day using the initial $1000 given to them.

Students will use an Interactive Worksheet to realize the effect of savings account duration on compound interest earned. They will explore how an extra small contribution can lead to a bigger interest due to compounding.

Students will explore the total interest that can be earned by launching saving endeavors at different ages with a goal of retiring at the age of 65.

In this worksheet, students will compare the financial implications of renting versus owning a house. Using a slider to adjust the duration of stay, they will analyze the total rent paid and the profit or loss from buying and selling a house at an appreciated value. This activity helps students understand the costs and benefits of renting and owning a house.

Students will learn about different tax rates for various filing statuses and the concept of standard deductions. They will calculate the standard deduction, taxable income, and tax to be paid for four individuals with different filing statuses, jobs, total incomes, and eligible deductions

Students will explore the options available after high school, including work, trade school, college, and university. They will be provided with sample jobs, pros, and cons for each path and will engage in a drag-and-drop activity to categorize this information correctly.

Students will explore the essential skills that employers highly value in recent graduates, students will also rate their preparedness for each of the given skills.

In this worksheet, students will learn the importance of insurance by comparing two homeowners, Alice and Bob, over a 10-year simulation. Alice has home insurance, while Bob does not. Students will analyze events affecting both homes, calculate costs, and understand how insurance helped Alice avoid significant financial losses.

Students will analyze a sample pay stub to understand its various components, focusing on the different taxes paid by an employee. They will learn how taxes are automatically deducted from their salary and reflected in the pay stub.

Students are frequently puzzled by how banks manage to pay interest on the money they hold in deposits and, at the same time, generate profits. Through this worksheet, students will find that banks make profit by lending money as loans.

Students will read and understand the budget of a hypothetical person, Mr. John, categorize each expense into different categories, analyze the expense chart and answer some review questions.

Students will read and understand a sample homeowner's insurance, understand the coverage details, premium, deductible etc.

Students will read and understand the given resume of a person and answer the review questions.

In this worksheet, students will analyze salary data for several jobs as of 2022 and answer questions to understand salary trends and compare different occupations. This activity helps students explore the financial aspects of various career paths and make informed career decisions.

Students will analyze the change in share prices of three stocks - Microsoft, Tesla, and Apache Corporation - over a 10-year period. They will understand that not every stock will give positive returns and the importance of timing in the market.

In this worksheet, students analyze the average annual food expenses of Americans and answer related questions. They also prioritize cost-cutting on food expenses by dragging and dropping items in order of priority, with the first item being the one they would reduce costs on first.

Students will choose any of the 5 investment schemes from a drop-down, find out the possible returns after 30 years, and the possible risk of losing all money by the end of 30 years.

Students will understand the importance of comparison shopping and then will find three different websites from where they can purchase a laptop, smartphone, and headset of the model they like. They will compare each website in terms of price, star rating, and warranty offered.

Students will explore different types of transactions, categorize them into debits and credits, analyze the data and develop practical financial awareness.

Students will witness that the share price of a company, and to the market in general, can be influenced considerably by various series of events.

In this activity, students will categorize different unforeseen events that can happen to their House, Car, Health, and Travel, along with typical expenses.

Students will explore the importance of principal-only payments on a mortgage. Using a $300,000 mortgage scenario with an 8% interest rate and a 30-year duration, students will use a slider to adjust extra monthly principal payments and see the impact on total interest and loan duration. They will record data for different payment amounts and answer questions to understand how extra payments can save money and shorten the loan period.

Students will explore how loan duration affects the monthly payment and total interest for a $40,000 car loan at a 5% interest rate. Using a slider to adjust the loan duration, students will record the values of monthly payments and total interest for different durations.

Students will distinguish between needs and wants in today's modern society. Students will be challenged to manage their money and time to satisfy their needs and wants on a limited budget.

Students will go through a car loan simulation, choosing a car from a list, selecting a down payment, and determining the loan amount. They will choose a loan duration and see the monthly payment, total interest, and an amortization graph. Students will record data for different scenarios and answer questions to understand the impact of various parameters. They will also help Mr. John choose a car and loan terms based on his financial situation.

In this worksheet, students use USDA Food Plans data to budget for food expenses. They analyze and interpret data for various household scenarios to determine monthly food budgets based on age and household size, practicing mathematical skills through detailed calculations.

In this worksheet, students learn about dollar cost averaging by running a 10-month simulation, investing $250 monthly in a fictitious company's stock. They calculate units bought and investment value each month and compare results with a lump-sum $2500 investment made in the first month to understand potential losses.

In this worksheet, students will learn about the 16 career clusters defined by CTE in the United States and classify a given set of jobs into 8 specified career clusters. This activity helps students understand the organization of occupations into clusters and explore the diversity of careers within each cluster.

In this worksheet, students analyze a data table showing Fair Market Rent for various room sizes in different states and answer related questions. They will then prioritize factors influencing their choice of housing, such as amenities, safety, cost of living, and more.

In this activity, students explore three common savings options—Savings Accounts, CDs, and Money Market Accounts. They will analyze interest rates from various banks and credit unions as of July 2023 and answer questions based on their findings. This exercise helps students understand different savings vehicles and make informed decisions.

Students will analyze a sample amortization schedule for a mortgage loan, presented in both tabular and graphical formats. They will examine how mortgage payments are distributed between principal and interest over time and answer questions to understand loan repayment dynamics.

Students will explore key health insurance concepts such as premium, deductible, copay, coinsurance, and out-of-pocket maximum (OOPM). Given a scenario of a policy with specific details, students will track a series of events occurring throughout the year. For each event, they calculate the deductible paid, copay, coinsurance, and the amount covered by the insurance company.

In this worksheet, students will use a premium calculator to understand how coverage amounts and deductibles affect insurance premiums. By inputting different values, they will calculate annual premiums and learn to balance coverage needs with affordability, enhancing their decision-making skills.

In this worksheet, students will analyze data on jobs projected to decline the fastest from 2022 to 2032. They will answer questions to understand job market trends, the factors behind the decline of certain occupations, and the implications for career planning.

Students will understand that if they don't invest their money, the value of money will reduce over time due to inflation.

Students will calculate the total cost of all ingredients needed for one Christmas meal  They will then find out the total number of meals that can be prepared in a community kitchen for Christmas Day with a budget of $5000.

In this worksheet, students will explore the importance of renter's insurance by calculating the total cost of items in a rented apartment. They will select items like couches, coffee tables, TV stands, etc., see the total value of their possessions, and decide whether to pay $12/month for renter's insurance or risk losing all their belongings in an incident.

In this activity, students answer 7 questions to analyze their savings profile, receiving scores for Risk-Taker, Cautious, Disciplined, and Impulsive traits. With no right or wrong answers, the quiz aims to provide insights into students' saving behaviors, helping them understand their financial habits better.

Students will explore how different interest rates affect the monthly payment and total interest for a $40,000 car loan over 7 years. Using a slider to adjust the interest rate, students will record the values of monthly payments and total interest for different rates.

Students will analyze two survey results. One shows the "Perception of what is characterized as first "Good Job", and another one shows the "Length of Time It Took U.S. Graduates to Find a Good Job".

Students will help John choose a car loan based on his financial background. They will calculate the down payment saving period and the minimum loan duration for four car models (Toyota Camry, Honda Civic, BMW 3 Series, and Porsche 911) to keep monthly payments within $750.

Students will learn to calculate Equated Monthly Installment (EMI) for a loan using the given formula. They will apply the formula to various loan scenarios, record their calculations, and answer questions to understand how different loan variables impact the EMI.

Students will classify a list of government programs and their 2023 expenditures into six categories: Education, Transportation, Health Insurance Program, Public Assistance, Defense, and Health. They will then calculate the total spending for each category and the overall total to understand the significance of government spending funded by taxes.

In this worksheet, students will classify a set of events happening to a car according to the appropriate auto insurance coverage type, such as liability, comprehensive, collision, personal injury protection, and uninsured motorist coverage.

In this worksheet, students use an inflation calculator with CPI data to understand money's value erosion over time. They fill in a table with columns for the Initial Year, Amount, Current Year, New Value of Money. The activity enhances their understanding of inflation's impact on purchasing power.

In this worksheet, students will analyze a sample renter's insurance policy to understand coverage limits, standard deductibles, and additional coverage options. Students will answer questions based on the policy document, reinforcing their understanding of comprehensive insurance protection.

In this worksheet, students will compare a normal savings account with two stock market investment schemes. By adjusting the investment duration and amount, they will learn that savings provide consistent returns, while investments have higher potential for both growth and loss.

Students will read and understand the growth rate (from 2021-2031) and the median salary (as of 2021) of the 12 fastest-growing jobs in the USA and then will do a drag-and-drop sorting of the jobs.

In this worksheet, students analyze a pie chart of American transport modes and choose a preferred car from a list. They’ll see loan details with a 20% down payment and 5-year loan at 8% interest. Students select daily commute miles to calculate monthly loan, insurance, maintenance, and fuel costs, then answer related questions.

In this worksheet, students will forecast their retirement savings needs based on their current age and annual expenses. They will explore how starting early and saving regularly impacts financial security in retirement. Using a retirement calculator, students can adjust variables to see the effect on required monthly savings.

In this worksheet, students will compare two health insurance plans—the Bronze Plan and the Gold Plan—each with different premiums, deductibles, co-insurance rates, and out-of-pocket limits. By analyzing these plans and answering scenario-based questions, students will learn to make informed decisions about choosing the right health insurance plan.

In this worksheet, students will analyze data on the top 20 jobs projected to have the highest number of new jobs from 2022 to 2032, along with their median salaries in 2023. They will answer questions to understand job market trends and financial considerations, helping them make informed career decisions.

Students will analyze unemployment rate data from 2000 to 2022, provided in both tabular and graphical formats. The data is categorized into three groups: people with advanced education, people with basic education, and average unemployment across categories

This Zero-Based Budgeting worksheet helps students allocate a $4,500 monthly income to categories like Rent, Groceries, Utilities, Transportation, Savings, and Entertainment. Fixed expenses are marked, and students adjust the remaining categories using sliders, aiming for a zero remaining balance.

In this interactive drag-and-drop activity, students will categorize various goals as either short-term or long-term. By distinguishing between these types of goals, students will enhance their understanding of goal setting and time management, gaining practical skills for planning their financial futures.

Students will read and understand the declaration page of auto insurance. They will understand key components like premiums, deductibles, coverage, etc. The review questions will make sure that students understand the need for auto insurance.

In this worksheet, students analyze average hospital expenses for various treatments and the cost of hospital stays in different states. They then simulate health events over five years for Mr. John, who has a $500 monthly health insurance premium. Students calculate total costs incurred for premiums and deductibles, comparing them with actual medical expenses to understand the benefits of health insurance.

Students will analyze the average cost of houses in 2023 across different states in the United States and examine the change in median home prices in the USA from 1980 to 2023. They will compare regional housing costs and historical price trends to understand the real estate market better and answer questions based on the data.

In this investment worksheet, students analyze the financials and historical share prices of NVIDIA and Apple. They learn about key financial metrics like P/E ratio, Market Cap, Revenue, Net Income, and EPS. This activity introduces these terms and helps students understand their importance in investment analysis.

Students will pick 3 stocks from a list of 10 by looking at their historical performance graph to create a mutual fund. The simulation will run for another 10 years and show how their fund is performing.

In this worksheet, students analyze the historical share prices of Chipotle Mexican Grill to understand long-term investment benefits. They will learn to look beyond short-term fluctuations, focusing on how patience and persistence can lead to potential growth in investments.

Students will analyze the share prices of Lowe's over the last 23 years, understand the trend and patterns in the share price, and through review questions, they will realize the benefit of investing early.

In this drag-and-drop worksheet, students will classify the given set of expenses in to two categories - Discretionary and Non-Discretionary.

Students will simulate the "Buy" and "Sell" processes in a share market with the aim to maximize profit.