Monthly Archives: October 2013

Personal Financial Education in the K-12 Setting

During my days as a financial advisor, a concern I heard quite often was the lack of financial literacy education in our K-12 schools. The comments ranged from students being unable to balance a check book to students not realizing the importance of considering the future implications of short term financial decisions. The Indiana legislature has added requirements for school corporations to provide Personal Financial Responsibility Instruction. This blog will look at the requirements, and eventually provide assistance to school corporations and teachers in providing adequate instruction to fulfill the requirements. To begin, here are a few questions to consider. What should Indiana school corporations role be in teaching personal financial responsibility? Are current teachers prepared to teach this topic? What type of resources are required to assist teachers in fulfilling this educational requirement? What questions can you add to continue this discussion?

Important Information

This blog is for informational and education purposes only and should not be construed as providing investment, tax or legal advice. When making financial decisions, be sure to consult with your own trusted advisors with whom you have a professional relationship, and know the specifics of your own personal financial situation.