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WorksheetsVocabulary personal finance
Total questions: 30
Worksheet time: 10mins
A list of financial assets held by a person or institution
Premium
Rebate
Portfolio
Profit sharing
Payment for insurance
Safe deposit box
premium
Solvent
Tradeoff
Excess of revenues over outlays in a given period of time
Profit
Property tax
Stock index
Stockholder
A system in which employees receive a share of the net profits of the business
Savings
Rebate
Scholarship
Profit sharing
A capital tax on property imposed by municipalities
Stock
Shareholder
Property tax
Sales tax
A capital tax on property imposed by municipalities
Stock
Shareholder
Property tax
Sales tax
A refund of some fraction of the amount paid
Profit
Rebate
Simple interest
Standard and poor’s index
A fireproof metal strongbox for storing valuables
Wage
Solvent
Trust
Safe deposit box
Fixed payment for services
Salary
Interest
Stock
Savings account
A tax based on the cost of the item purchased and collected directly from buyer
Social security
Sales tax
Shareholder
Simple interest
A fund of money put by as a reserve
Savings
Solvent
Overtime
Overdraft
A bank account that accumulates interest
Grant
Deposit
Savings account
ATM
Financial aid provided to a student on the bases of merit
Scholarship
Grant
Child deposit
Simple interest
A percentage of a bill added in payment for service
Creditor
Service charge
Service
Co-sign
Someone who owns stock in a corporation
Asset
Beneficiary
Shareholder
Service charge
Interest paid on the principal alone
Simple interest
Rebate
Policy
Profit sharing
Social welfare program in the U.S
Standard and poor’s index
Law enforcement
Child support
Social security
Capable of meeting financial obligations
Savings
Warranty
Solvent
Profit
A broadly based stock market index
Standard and poor’s Index
Welfare
Insolvent
Income
Capital raised by a corporation through the issue of shares
Medicare
Money order
Liability
Stock
Someone who holds shares of stock in a corporation
Stockholder
Stock index
Share
Stock option
index based on a statistical compilation of the share prices of a number of representative stocks
tax
Stock option
Stock index
Stock
The right to buy or sell a stock at a specified price within w stated period
Luck
Stock option
Trade off
Treasury
A depositors order to a bank to refuse payment on a check
Stop payment
trust
Wage
Rebate
A direct reduction in tax liability
Tax credit
Tax deduction
Benefit
Bond
A reduction in the gross amount on which a tax is calculated
Tradeoff
gross income
Policy
Tax deduction
An exchange that occurs as a compromise
Insurance
Treasury note
Trade off
A letter of credit issued by a bank or express company that is payable on presentation to any correspondent of the issuer
Deductible
Bull market
Cash flow
Travelers check
A short term obligation that is not interest bearing
Treasury bill
Treasury note
A debt instrument with maturities of 10 years or longer
Trust
Fund
Treasury bond
