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AICPA 360 Degrees of Financial Literacy Financial Literacy Primer Gary John Previts Weatherhead School CASE WESTERN RESERVE AICPA Financial Literacy Commission
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Financial Literacy Primer TARGET YOUR MONEY Budgeting Student Loans Credit Cards Automobiles Travel Resources
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Budgeting - Protect your investment - Pay Yourself First - “Live within your means” - Set a Plan and Goals - Reasonable Time Frame - Adjust behavior - Rewards: Plus and Minus
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Target Your Money - There is no better security than money in the Bank! - Take Home Pay – Wage Wealth
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Student Loans - Discipline - Payoff - Base for Credit Rating - Loans and Tax Deductions
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The Book on Credit Cards - Take Two, Use One! - Living a 12 month year - Keep a watchful eye
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Automobiles - You get a lot of first hand knowledge from second hand cars! - Anything short of a chauffeured limousine is just an ego trip. - Safety - Lower the cost per mile
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Travel - Affordable Investment? - Social not just Technical - Passport or Local? - Earn it -- Enjoy it
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Resources - AICPA 360 Degrees Website www.360financialliteracy.org - Mark Altieri—on line book Financial Guidance for Every American + Financial+Guidance+Book/
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AD Council - AICPA October 24 th Launch of Campaign Lifestyle of Saving PAY YOURSELF FIRST
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AICPA 360 Degrees of Financial Literacy
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Financial Literacy Primer Gary John Previts Weatherhead School CASE WESTERN RESERVE AICPA Financial Literacy Commission
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Take Away
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