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AICPA 360 Degrees of Financial Literacy

AICPA 360 Degrees of Financial Literacy. Financial Literacy Primer Gary John Previts Weatherhead School CASE WESTERN RESERVE AICPA Financial Literacy Commission. Financial Literacy Primer. TARGET YOUR MONEY Budgeting Student Loans Credit Cards Automobiles Travel Resources. Budgeting.

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AICPA 360 Degrees of Financial Literacy

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  1. AICPA 360 Degrees of Financial Literacy Financial Literacy Primer Gary John Previts Weatherhead School CASE WESTERN RESERVE AICPA Financial Literacy Commission

  2. Financial Literacy Primer TARGET YOUR MONEY • Budgeting • Student Loans • Credit Cards • Automobiles • Travel • Resources

  3. 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

  4. Target Your Money - There is no better security than money in the Bank! - Take Home Pay – Wage Wealth

  5. Student Loans - Discipline - Payoff - Base for Credit Rating - Loans and Tax Deductions

  6. The Book on Credit Cards - Take Two, Use One! - Living a 12 month year - Keep a watchful eye

  7. Automobiles - You get a lot of first handknowledge from second hand cars! - Anything short of a chauffeured limousine is just an ego trip. - Safety - Lower the cost per mile

  8. Travel - Affordable Investment? - Social not just Technical - Passport or Local? - Earn it -- Enjoy it

  9. Resources - AICPA 360 Degrees Website www.360financialliteracy.org - Mark Altieri—on line book Financial Guidance for Every American +Financial+Guidance+Book/

  10. AD Council - AICPA October 24th Launch of Campaign Lifestyle of Saving PAY YOURSELF FIRST

  11. AICPA 360 Degrees of Financial Literacy

  12. AICPA 360 Degrees of Financial Literacy Financial Literacy Primer Gary John Previts Weatherhead School CASE WESTERN RESERVE AICPA Financial Literacy Commission

  13. Take Away

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