EPF 3.1 Review

Ongoing process that will support both your current needs and your future needs, such as retirement.

• Financial Plan
• 401k(s)
• Dividends
• Mutual Funds

The amount of money you have left over after you list your assets and subtract your debt.

• Wealth
• Bonds
• Speculating
• Coupon Rate

Individual retirement account plan that provides for potential investment growth, tax advantages, and opportunities to build your wealth.

• IRAs
• Maturity Date
• Bonds
• Dividends

An employer-sponsored retirement plan that provides for potential investment growth, tax advantages, and opportunities to build your wealth.

• 401k(s)
• Speculating
• Dividends
• Bonds

A portfolio of stocks and bonds that is invested in by a group of people that is professionally managed.

• Mutual Funds
• Saving
• Investing
• Wealth

The interest rate on a bond.

• Coupon Rate
• Speculating
• Investment Vehicle
• Mutual Funds

When the bond issuer is expected to repay the initial amount borrowed.

• Maturity Date
• Stocks
• Financial Plan
• Saving

The amount of money needed to cover basics such as housing, food, taxes, and healthcare.

• Cost of Living
• Bonds
• Mutual Funds
• Saving

Companies and governments will issue bonds as a way to raise money. Individuals are essentially lending companies or governments money in this format.

• Bonds
• Cost of Living
• Financial Plan
• Mutual Funds

Distribution of company profits to its shareholders.

• Dividends
• Maturity Date
• Investment Vehicle
• Financial Plan