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Financial Literacy

Expect the Unexpected With Math®

Plan, Save, Succeed!

Grades 6-8

In Plan, Save, Succeed!, the seventh installment in the Expect the Unexpected With Math® series, students follow 14-year old twins Jason and Amy as they use key financial literacy topics such as budgeting, income, saving and credit to purchase a used car when they turn 16.

Free Printable Math Lesson Plan and Activities


Bonus Online Activities!


Topics Covered

Plan, Save, Succeed! is designed to supplement existing instruction of these financial literacy topics:

  • Financial responsibility and decision-making;
  • Planning and money management;
  • Saving and investing;
  • Income and careers; and
  • Credit and debt.


Students will:

  • Understand how a budget is created and how it can support good financial decision making;
  • Understand that mastery of fractions, decimals, and percentages can help address real-world situations;
  • Begin to consider the role saving plays in financial planning;
  • Understand how taxes and other deductions account for the difference between gross and net pay;
  • Understand the difference between voluntary and involuntary deductions;
  • Calculate the dollar amount of deductions by applying the relevant percentage to gross pay;
  • Understand the importance of saving and the differences (advantages and disadvantages) between certificates of deposit (CDs) , checking, and savings accounts;
  • Understand the difference between simple and compound interest; and
  • Use fractions, decimals, and percentages to calculate interest.

Plan, Save, Succeed! is aligned with NCTM and common core state standards.

About Expect the Unexpected With Math®

The dynamic lessons and activities in the Expect the Unexpected With Math® series use story lines that students find interesting to show them the fun and relevance of math. Motivate your students to achieve math success in the classroom and in real-world situations outside of school!

View the other installments in this series:


Contact the Foundation at for availability of printed materials or to inquire about an actuary presenting this program to your classroom.


Use the Classroom Guide for Actuaries to present Plan, Save, Succeed!  to a classroom near you.