Author Archives: benniewaller
DUAL Finance Module 11 Stocks Vignette Supplemental (Week 3)
HOW SHE TURNED $5,000 INTO $22 MILLION (AND HOW YOU MIGHT TOO…) ←Go Back (MONEY Magazine) In the depths of the depression, when she was already 38 years old and earning only a little more than $3,000 a year, Anne … Continue reading
Automobile Insurance – Dual Enrollment Finance Module 9 supplemental (week 2)
←Back to lesson Introduction Automobiles have had a profound impact on society. They have altered lifestyles, influenced where people live, and affected the development of many convenience industries, particularly the fast food industry. In fact, the automotive and related industries … Continue reading
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DUAL Finance Module 14: Retirement & Estate Planning
Return to Modules Objectives: Understand the changing nature of retirement planning Choose how your retirement benefits are paid out to you Understand the importance and the process of estate planning Avoid probate Reading For This Module: Chapter 15/16 – Keown, Arthur, “Personal … Continue reading
Posted in DUAL, Exam, Finance, Week3
Tagged estate plan, retirement, retirement plan
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DUAL Finance Module 11: Stocks
Return to Modules Objectives: Understand advantages, disadvantages and risk associated with investing in stocks Be able to read stock quotes online or in the newspaper Classify common stock according to basic market terminology Employ different investment strategies Understand the risks … Continue reading
Posted in DUAL, Finance, Week3
Tagged bear market, blue chips, bull market, claim of income, liability, liquidity, repurchase, splits, stock formulas, stock indexes, stocks, taxation
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DUAL Finance Module 10: Saving & Investments
Return to Modules Objectives: Calculate interest rates and real rates of return Manage risk in your investments Allocate your assets in the manner that is best for you Understand how difficult it is to beat the market Identify and describe … Continue reading
DUAL Finance Module 9: Insurance
Return to Modules Objectives: Understand the importance of insurance Determine your life insurance needs and design a life insurance program Describe the major types of coverage available and the typical provisions that are included Design a health care insurance program … Continue reading
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Tagged auto insurance, automobile insurance, deductible, health insurance, insurance, life insurance
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DUAL Finance Module 8: Buying Homes & Automobiles
Return to Modules Objectives: Make good purchase decisions Choose a vehicle that suits your needs and budget Choose housing that meets your needs Decide whether to rent or buy housing Calculate the costs of buying a home Get the most out … Continue reading
Posted in DUAL, Finance
Tagged auto loan, automobile, big ticket purchase, home loan, homes, owning, renting
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DUAL Finance Module 7: Understanding Credit
Return to Modules Objectives: Understand how credit cards work Understand the costs of credit Describe the different types of credit cards Know what determines your credit card worthiness and how to secure a credit card Manage your credit cards and open … Continue reading
Posted in DUAL, Economics
Tagged credit card, credit cards, debt, identity theft, interest, minimum payment
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