H 8 & 11 bus002 pcc




1. Practice Quizzes from textbook.

a. Chapter 8 Practice Quizzes

b. Chapter 11 Practice Quizzes (11-1 thru 11-3 only)

2. Daily questions

a. For financial health, how do you interpret the saying “Live below your means.”

b. How did you learn about money. How will you introduce your children to money.

c. List at least 5 ways to invest your money, beyond a liquid savings account. Include offerings from banks and your employer.

3. Tasks

a. Think about your spending habits. Do you like the way you’re spending money, or is there something you’d like to change, something you have the power to change.

b. Make your own money-saving challenge. What is your plan to make it happen. (i.e. you want to go to Disneyland, which is $99. If you save $25 a month, you can go to Disneyland in four months. If you want the Twofer ticket which includes California Adventure, you’d better put away more than $25 a month).

4. Type up your Auto Insurance coverage (or see if you can use someone else’s information). Include (a) amount of coverage for liability (bodily injury and property damage, medical payments, uninsured motorist, no fault, comprehensive, etc.), and (b) the premium amount.

5. Complete Inheritance Report ($100,000); see Files

6. Complete Estate Planning (see Files).

7. DVD notes for STOCK BASICS FOR DUMMIES: Briefly describe 3-5 terms or concepts.

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