AICPA 360 Degrees of Financial Literacy

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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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(No Transcript)
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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 Altierion line book
• Financial Guidance for Every American
• FinancialGuidanceBook/

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AD Council - AICPA

• October 24th Launch of Campaign
• Lifestyle of Saving
• PAY YOURSELF FIRST

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AICPA 360 Degrees of Financial Literacy
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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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Take Away