Planning for the Future
How can we create a financial plan for a family?
In this project, students take on the role of financial planners and help local families to plan for goals such as retirement, college tuition, and mortgage reduction. With the help of a professional financial expert and their math teacher, students understand basic financial principles and formulas that are exponential and logarithmic functions. As a team, students interview their “clients” to determine their financial goals, then perform and calculate appropriate savings and investment plans using algebraic, graphical, and table representations.
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