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Retirement

Retirement

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Here's how Retirement aligns with curriculum standards in Wisconsin. Use the filters to change the location, set of standards, and grade level.

Standards
Defined by Standards for Personal Financial Literacy 9th-12th Grades and align with Retirement
FM2.d.h: Distinguish how an investment plan that incorporates a goal development strategy reflects various life factors (e.g., age, personal values, income, liabilities, assets, goals, family size, risk tolerance, or net worth).
MM1.a.h: Prepare a budget or spending plan that depicts varying sources of income, a planned saving strategy, taxes, and other sources of fixed and variable spending.
MM1.b.h: Compare and contrast different sources of active and passive income, savings, and investment vehicles. Develop and critique short-term and long-term personal financial plans. Evaluate circumstances when an individual may want to grant representation or consult for financial advice with a financial advisor, attorney, tax advisor, or financial planner. Summarize factors to consider when seeking financial advice and services.
SI1.c.h: Determine the best options to achieve specific short- and long-term personal saving goals. Compare and contrast financial services and products to achieve personal saving goals.