Financial Basics in School

Summary: High schools must offer a course on financial literacy that covers essential topics such as filing taxes, basic budgeting (including the 50/30/20 rule), and credit building.

Writer’s Notes: While many believe it is the parents’ responsibility to teach their children about finances, there are numerous families—from those living in poverty to those in middle-class and even affluent communities—who may not have the knowledge to budget effectively. While I recognize the importance of building personal wealth, I believe that this course will equip students with fundamental skills to manage their finances as adults. This initiative has the potential to benefit Americans and future generations significantly.

  • All high schools will be required to offer a basic financial literacy course for students, ideally aimed at those aged 17-18+. However, I understand that some may prefer it to be offered as an elective.
  • Teachers will instruct students on how to file taxes for standard W-2 employees and 1099 workers. The curriculum will include a discussion of the pros and cons of hiring a professional tax preparer versus filing independently.
  • Students will learn to create a basic budget using real-world examples, such as managing living expenses, savings, and discretionary spending. I recommend teaching the 50/30/20 budget: 50% of income for necessities (bills, utilities, groceries), 30% for wants (entertainment, clothing), and 20% for savings.
  • The course will emphasize the importance of establishing an emergency fund, guiding students on how to determine what a 3- to 6-month emergency fund should look like.
  • While I acknowledge the value of investing and understanding the stock market, I believe these more advanced topics are not essential for this introductory course.
  • Students will gain insight into how debt works, learning that a credit card’s limit does not equate to a recommendation to spend to that limit. They will also understand concepts like interest rates, APR on credit cards, and other foundational skills related to debt management.

I am 22 years old and was homeschooled, where my parents made a concerted effort to teach me about finances. Growing up in a lower middle-class family, their guidance allowed me to achieve a better financial position than many of my peers and even some family members. I am not suggesting we cover every financial detail, but I genuinely believe that Americans can benefit greatly from learning these basics. Ultimately, how they apply this knowledge is up to them.

I would greatly appreciate any feedback, particularly from those with more life experience who can provide different perspectives on this issue. If you disagree, I would love to hear your thoughts and engage in an open discussion.

3 Likes

A. I do like a lot of what you Proposed. Was actually starting to type a thought down and then found your proposal.

So I had a Budgeting class for a quarter back in like Jr High, so early 2000s. Basic stuff but I was too young and kinda dumb to understand; it was also the only one. Fast forward to a bit over a year ago I started watching podcasts and several of them were beginner guides to getting into Investing/Stocks. It finally clicked for me how the World of Money & Business worked. Its not just for well off people, you can be a simple person and assess a Fund or Equity to start with. Also the earlier you are able to start the better.

B. I think it would be beneficial to be able to have teenagers to young adults able to start learning about how Investing works along with basic budgeting (if that is still touched upon in public schools). Not just learning math calculations & interest. Actually learn mechanics & maybe strategy.

So maybe X many grades of at least quarter running program of Money & Investing I, II & III depending. Then more advanced ones can be electives.

7 or 8th Grade? Quarter I:
Basic Budgeting & Living with ones means. Introduction to how Stocks work. Learning how to read charts, watching the rhythm and trends, investment strategies, etc. Learn how Paper Trading works as a 2-3 month project while implementing a trading strategy.

8 or 9 Grade? Quarter II:
Maybe more in depth with touching upon Taxes work or effect various things. In depth look at how Loans & Interest actually work. Effective methods of keeping up with Payments. Refresher on Paper Trading & Stocks, this time more discussion about Long Term Funds. Project: Reasearching, Evaluating and Tracking investments of a Index, Mutual, or ETF Fund.

9 or 10 Grade Quarter III:
Being able to take a small amount of Money and actually Pick a Fund to start Investing in. Starting with $10 or something. Then they can either leave it there and watch it, or maybe be able to add a bit of money here and there. Watch it work real time. More so already start a savings, college or retirement fund before they leave school. See what $1 - $5 dollars a week can become after 3 months or more.

I kinda envision something like this hopefully actually being able to help our poorer populations. If their kids can get this kind of education and understanding, get that mindset. They then can go into the world and become leaders for their families. I think it would give everyone a chance to raise themselves from various lower income social pressures within a few generations.

Cause by the time they leave school, yes there are probably a lot of variables, but they could have a few hundred dollars in an investment that will just grow as they start stepping into the real world. Maybe depending on how well they got into it, they could have a few thousand. Especially if they start working at 15-16 and have that mindset of moving a quarter, third or more of that check into a Fund.

Too not sure, especially with live money involved what legal or tax issues could happen. Kinda wondering if that is something that could be a grant for the program or maybe a tax exemption status setup. Also to implement this in a poor area would be difficult especially if a family is already financially strained.

Kinda hope this set off a good discussion.

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I absolutely love this take! My niece is currently in high school and she said they don’t go over anything like this anymore! I also believe they stopped teaching cursive as well? I would LOVE to see this applied in our schools!

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Likewise. Though kinda wonder if this is something that has to be fought for at local/state levels. Not sure how federal bills play out for education other than maybe in funding incentives maybe? I don’t know. I did like your post seemed like a strong start and more organized.

Think there is a lot of stuff I took for granted that I had the chance to learn from 7th - 12th grade; that has now been removed or watered down.