Case Study

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NGPF’s Top 15 Activities, Courtesy of Jessica Endlich

Given the comprehensive nature of our website (full disclosure: Sometimes I forget that we have certain projects/activities/data crunches/blog posts….), teachers often ask us “OK, but what are the best resources that you can recommend?” At that point, we typically turn to Jessica and she always has a few ideas to recommend. So, this month, we asked Jessica to provide us with her “Best of NGPF” specifically for the last days of school.

The responses we got from teachers was nothing short of ecstatic with lots of exclamation points too! Note the various ways that teachers plan to utilize this list of end-of-year activities:

  • “I LOVE your TOP 15 List!!!   It came at just the right time as my new job has me looking for 4 weeks of FUN, ENGAGING lessons for our new freshmen Business exploratory!! I can’t wait to try ALL of these out!  They seem PERFECT, sparking early interest in our Business courses that are often overlooked!!
  • OMG!  Thank you so much… I must be out of my classroom just one day before the end of the term.  I was having a hard time developing meaningful sub plans so late in the course (and so close to the end of school).  I’m going to watch the “All Time Favorite Video” tonight and create some reflection questions.
 Here are Jessica‘s favorites to fill these last few days before summer break:

What’s The Catch?: Student Loan Forgiveness Or…

What if you were a student loan borrower struggling to make your monthly payment and saw this ad pop up on your computer screen one day:

Or maybe this one: 

Resource Lists for Financial Educators (courtesy of Barbara O’Neill of Rutgers Cooperative Extension)

What does a distinguished professor do during her sabbatical? Curate personal finance resources, of course! In this blog post, Barbara O’Neill shares the fruits of her hundreds of hours of labor in putting together three awesome resource lists (see bottom of post for links to her lists), including what what she considered the “best of the best” from the NGPF library. As she describes below, the purpose of her odyssey was to replenish her “well” of creative learning activities. I hope that your “well” overflows as you find resources that will work in your classroom. Thank you Barbara for this tremendous gift to the community! Your commitment and dedication to improving financial literacy in this country inspires us.

Question: Who’s Saving For Retirement?

I had the Honorable John Ninfo on my podcast recently who described his “Scared Straight approach” to teaching young people about the perils of credit. He saw the consequences in the decades he served as a Bankruptcy Court judge in the state of New York. After looking at this infographic from the WSJ and the accompanying article, the overwhelming evidence is that we should be employing similar scare tactics to the topic of retirement planning because we better hope that the next generation is better prepared for taking on this responsibility:

What Do Students Know About Financial Aid?


Catching up on some reading over this break. Enjoying Sarah Goldrick-Rab’s Paying the Price which tracks six students in Wisconsin over six years and chronicles their triumphs and struggles in finding their way through college. She had a chart on page 56 that I found informative in highlighting what students know and don’t know about financial aid.

Here’s what the 2,100 students participating in the Wisconsin Scholars Longitudinal Study (WSLS) who answered their first-year survey knew about financial aid (number is parens is percentage who responded correctly):

By |December 19th, 2016|Case Study, Paying for College, Research, Student Loans|

This Made Our Day Today…

From Kathleen Brennan from Mount Saint Mary Academy in Watchung, NJ:

“I also want to let you know that Next Gen Personal Finance really has become my go-to source.  My class has just finished the lesson on savings.  I love to use case studies (hear Kathleen’s tips on implementing case studies). My students had great fun with the Save Me! Case study and had interesting recommendations for Juan Carlos.  I love the integration of the Excel spreadsheet into the lesson.  As part of the Savings Unit, I also assigned the Savings Account Analysis as a group project.  The groups handed in their work today, and at first glance, they all did a great job.  My next unit is Investing— I’m looking forward to it.

 I’m not sure whether I mentioned it to you before, but I love the cross-curricular aspect of the curriculum.  Although my class is technically a math class, I’m really enjoying the ability to infuse writing, public speaking, marketing, technology, and other critical thinking features into the class.  I also love the fact that the material is so easy to access.  I must admit that I haven’t transferred my course into the

By |September 23rd, 2016|Case Study, Featured Teachers, Teaching Strategies, Tips for Teachers|

NGPF Podcast: Tim Talks To Case Study Enthusiast, Kathleen Brennan of Mount Saint Mary Academy (Watchung, NJ)


Thank you to Kathleen Brennan of Mount Saint Mary Academy (Watchung, NJ) for participating in the NGPF Podcast. Kathleen has won multiple teaching awards (she was the 2016 Outstanding Educator of the Year and 2013 Sloan Foundation Award winner to name must two) and loves using case studies in her classroom. Our conversation touches on the her favorite case studies (see Show Notes below), how she prepares for a case study discussion and the student engagement and learning she witnesses in her classroom. Enjoy!

  • 0:00~1:16 – Introduction
  • 1:16~4:31 – Kathleen’s background
  • 4:31~6:42 – Developing a personal finance classes
  • 6:42~8:47 – Most challenging topics for students
  • 8:47~12:07 – Case studies in the classroom
  • 12:07~14:29 – Best time to use case studies
  • 14:29~18:34 – Managing a case study discussion
  • 18:34~21:58 – Assessing

Question: What Are The Building Blocks of Financial Capability?


Consumer Financial Protection Bureau (CFPB) out with a new report “Building Blocks to Help Youth Achieve Financial Capability.”

Skimming through it quickly to bring you the highlights. Here are their three building blocks they identify as critical to financial capability: