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Worksheets

W!SE Pre-test

Total questions: 25

Worksheet time: 13mins

Name
Class
Date
1.

A deposit of $1,000 into a savings account paying 4% interest is estimated to double in 18 years is an example of

a)

The Rule of 72

b)

Inflation

c)

Liquidity

d)

An opportunity cost

2.

An ATM fee may be charged if a withdrawal is made from an ATM

a)

at your own bank branch

b)

located at a local gas station but not owned by your bank

c)

at another branch of your bank

d)

owned by your bank but located in a shopping mall

3.

A homeowner's mortgage payments are based on the amount borrowed, the length of the time, and the

a)

interest rate on the loan

b)

selling price of the property

c)

owner's income

d)

owner's age

4.

Mary lives in a high crime area where there's a high level of break-ins. Tamara lives in an area where break-ins are very rare. Based only on this information, Mary's homeowner's insurance is likely to be

a)

higher than Tamara's

b)

lower than Tamara's

c)

the same as Tamara's

d)

cancelled

5.

Which of the following is a variable expense?

a)

rent

b)

car payment

c)

grocery bill

d)

loan payment

6.

A person's credit history is important because it is used by

a)

employers to determine whether or not to give salary increases

b)

lenders to determine whether or not to approve credit

c)

banks to determine the rate of interest to pay on savings

d)

insurance companies to determine the due date of premiums

7.

Your car breaks down and you need to get it repaired in order to go to work. Which answer is the best choice to use to repair your car?

a)

take your mother's jewelry to the pawn shop to get money

b)

sell share of stocks

c)

use money you've saved for emergencies

d)

take out a payday loan

8.

A good reason to have a credit card is that it

a)

allows you to spend more than you earn

b)

makes you budget your money

c)

is safer than carrying cash

d)

lets you pay whenever you feel like it

9.

You should avoid a tax refund loan because

a)

they are not insured by the government

b)

they charge extremely high fees

c)

they require a co-signer

d)

they force you to make a budget

10.

You have a $500 deductible on your dental insurance. You need a root canal and the dentist says that the bill will be $750. How much will you and the insurance company pay?

a)

You will pay nothing because it's covered on your insurance

b)

You must pay the entire $750.

c)

The insurance will pay $500 and you will pay $250

d)

The insurance will pay $250 and you will pay $500.

11.

You should think about getting a life insurance policy when you

a)

graduate from high school

b)

retire

c)

have a child

d)

rent an apartment

12.

You rent your first apartment and want to purchase insurance to cover your belongings in the apartment. What type of insurance should you buy?

a)

homeowners

b)

rental

c)

car

d)

health

13.

What does "Pay Yourself First" mean?

a)

go shopping as soon as you get paid

b)

budget a certain amount for fun each month

c)

paying your bills online each month

d)

saving some money from each paycheck before spending it

14.

What is NOT a way to protect yourself against credit card fraud?

a)

use a strong password for your online credit card account

b)

giving your credit card number and expiration date to an unsolicited caller

c)

making sure that you are using a secure website when using your credit card online

d)

if your card is lost or stole, report it immediately to your credit card company

15.

How often must you file your income tax return?

a)

when you feel like it

b)

annually

c)

at the end of the month

d)

when you get paid

16.

You have a 5 year car loan that allows prepayments without a penalty. You pay your car loan off in 3 years. As a result, you

a)

earned a higher interest rate

b)

qualify for a credit card

c)

will receive a lower interest rate

d)

saved money by not having to pay 2 years of interest

17.

How do you determine net worth?

a)

assets - liabilities = net worth

b)

assets + liabilities = net worth

c)

assets X liabilities = net worth

d)

assets divided by liabilities = net worth

18.

Your credit score is important. A person with an excellent credit score will have a score of

a)

100-250

b)

350-525

c)

550-700

d)

740-850

19.

When retail prices increase faster than wages, your purchasing power tends to

a)

remain the same

b)

increase

c)

decrease

d)

be unpredictable

20.

Saving for retirement should start

a)

when you begin your first job

b)

right before you retire

c)

when you have children

d)

when you buy a house

21.

Which financial product is guaranteed to make money?

a)

stocks

b)

real estate

c)

mutual funds

d)

Certificate of deposit (CD)

22.

In a "Bear Market", stock prices will generally

a)

rise over a period of time

b)

fall over a period of time

c)

change according to SEC guidelines

d)

change according to FDIC guidelines

23.

As a consumer, you should avoid which of the following?

a)

diversifying investments

b)

using checks

c)

getting payday loans

d)

comparison shopping

24.

When applying for a 5 year car loan, the larger the down payment the

a)

higher the amount of your monthly payment

b)

lower the amount of your monthly payment

c)

higher your insurance premiums

d)

lower your insurance premiums

25.

You see an unauthorized charge on your credit card bill, what should you do?

a)

wait to see if your credit card company takes it off

b)

call your credit card company immediately to report it

c)

call one of the credit reporting agencies to report it

d)

call the police