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PF Unit 1-2 Exam Review

Total questions: 65

Worksheet time: 42mins

Name
Class
Date
1.
Which of the following statements about our interactions with money is NOT considered to be true?
a)
You are responsible for your present self and your future self.
b)
Your present self impacts your future self
c)
You are better off in a community than by yourself.
d)
Investment increases risk and reduces your ability to cope with risk and uncertainty.
2.
Carter wants to participate in an activity that will improve his well‐being. Which of the following activities would contribute the most to his well‐being?
a)
An activity his friends like to participate in.
b)
An activity that doesn’t cost much money.
c)
An activity that his teacher suggested to him.
d)
An activity that makes him lose track of time.
3.
Jenna wants to improve her financial well‐being. Which of the following would contribute the most to her financial well‐being?
a)
Take a personal finance class to learn how to manage her money.
b)
Pay her grandma back the money she borrowed to take a school trip last year.
c)
Talk to her friends about how to manage her money better.
d)
Open another checking account to help her organize her money.
4.
Jacob is wondering how he can improve his intellectual well‐being. Which of the following would contribute the most to his intellectual well‐being?
a)
Go to the gym three times per week.
b)
Challenge himself by taking on a new project at work.
c)
Join a local service organization.
d)
Take a vacation from work.
5.
Where should the end of a financial planning timeline be set?
a)
When financial goals have been established.
b)
When the money management plan has established high well‐being.
c)
When you turn 70‐years‐old.
d)
Never – it is an ongoing process.
6.
Which of the following would be best to include in a list of values?
a)
Things that you intend to acquire, do, reach or accomplish in the near or distant future.
b)
Things that are necessary or essential for life and survival.
c)
Things that reflect fundamental beliefs about what is worthwhile and important.
d)
Things that are unnecessary but desired which increase the quality of her life.
7.
Which of the following is likely to have the least influence on an individual’s values?
a)
Media
b)
Family
c)
Religious affiliations
d)
Grade average
8.
Which of the following factors is NOT influenced by values?
a)
Everything is influenced by values.
b)
An individual’s daily decisions.
c)
An individual’s long‐term decisions.
d)
An individual’s financial decisions.
9.
Kaylee will save her allowance of $25 per month to purchase a $150 mp3 player in six months. This is anexample of what type of goal?
a)
Short‐term goal
b)
Long‐term goal
c)
Mid‐term goal
d)
This is not an example of a goal.
10.
One element of a financial goal is missing in the example below. Which one is it?“ I will save $150 each month to go on a vacation in one year.”
a)
Time Bound
b)
Specific
c)
Attainable
d)
Measurable
11.
Mark and Susan, a recently married couple with full‐time jobs, set a goal of putting $200 in savings every month to make a down payment on a home in five years. What type of goal have they set?
a)
Short‐term
b)
Intermediate
c)
Long‐term
d)
Unrealistic
12.
Amber’s academic adviser has asked her to set 3 academic goals for this semester. These goals are MOST LIKELY to be accomplished if:
a)
Amber discusses her goals with her parents
b)
Amber lets her friends set her goals.
c)
Amber writes her goals down.
d)
Amber thinks about her goals weekly.
13.
A key difference between commercial banks and credit unions is that:
a)
Commercial banks are ‘for‐profit’ and credit unions are ‘not‐for‐profit’
b)
Commercial banks typically pay higher interest rates than credit unions.
c)
Credit unions are more rural while commercial banks are more urban.
d)
Commercial banks offer more services than credit unions.
14.
Which type of depository institution should you choose that is the safest?
a)
A commercial bank, since deposits would be insured by the Federal Deposit Insurance Corporation (FDIC)
b)
A credit union, since deposits would be insured by the National Credit Union Association (NCUA)
c)
Either a commercial bank or a credit union, as long as savings account balances meets the insurance requirements.
d)
Neither a commercial bank nor a credit union. Money is most safely kept at home in a personal safe or vault.
15.
Which of the following statements is NOT TRUE about interest in a depository institution?
a)
Interest is the price paid for using someone else’s money.
b)
When earning interest, look for low rates.
c)
When paying interest, look for low rates.
d)
The amount of interest earned or paid is determined by the interest rate.
16.
Common fees that may be charged by a depository institution include all EXCEPT:
a)
Overdraft fee
b)
Late fee
c)
ATM fee
d)
Minimum Balance fee
17.
David made a mistake in his checking account recordkeeping and spent $10 more than he had deposited in his account. As a result, he can expect to be charged a(n):
a)
ATM Fee
b)
Contact Fee
c)
Safe Deposit Fee
d)
Overdraft Fee
18.
Which statement is TRUE about Payroll Taxes?
a)
Payroll taxes are paid are paid on both earned and unearned income.
b)
Payroll taxes fund different operations and programs of the federal government.
c)
Payroll taxes fund the Social Security and Medicare programs.
d)
The amount of tax paid depends on many different factors but increases as income increases.
19.
Who is Medicare designed to help?
a)
Low income families
b)
Single parents
c)
Senior Citizens
d)
Children of unemployed parents
20.
Which statement is NOT TRUE about property taxes?
a)
Property tax is often charged by states or local governments to pay for local schools.
b)
The property tax rate is set by the federal government to be equal in every state.
c)
The fee paid to license a vehicle is an example of property tax.
d)
Property taxes are most often paid only once or twice each year.
21.
Taxes that are charged on consumption items such as gasoline, hotel rooms, and airline tickets are called _____________ taxes.
a)
Sales
b)
Excise
c)
Federal use
d)
property
22.

Megan’s mother suggested that she was experiencing the consequences of her trade-off regarding a decision she made to purchase a dress for prom. Which situation does Megan most likely find herself in for her mother to have made this comment?

a)

Megan had shopped at several stores when she found the prom dress of her dreams and purchased it. She used the money she had saved for the prom dress plus most of the money she had saved for replacing the tires on her car. Now the tires need replacing and Megan is short on the cash needed to do the job.

b)

Megan had shopped at several stores when she found the prom dress of her dreams. She checked online and found a coupon that enabled her to save 30% when she returned to the store to purchase the dress.

c)

Megan had shopped in several stores and found six prom dresses she liked a lot. She brought 2 friends shopping with her to tell her which one looked best on her. After much deliberation, she chose the dress that was the least expensive of the 3 she liked best.

d)

Megan had shopped in the store her mother recommended for her prom dress. She found two dresses she liked a lot. Megan purchased the one that was the most comfortable even though it cost $28 more than the other one.

23.

Whitney is shopping with her mom and they are deciding on clothing to purchase. Which scenario best represents the purchase of a need?

a)

Whitney is being inducted into the National Honor Society at her high school. Students have been directed to ‘dress nicely’. Whitney has a dress she wore to a wedding last year that still fits but her mom thinks she needs a new one to celebrate this occasion.

b)

Whitney has been selected to attend a national leadership conference and has been instructed that she will need to dress ‘professionally’ for one of the tours. She plans to wear her new jeans and a T-shirt that has the logo of the leadership conference on it. Her mother thinks she needs to purchase something more appropriate.

c)

Whitney has several pairs of jeans in her closet but found some that really fit her well at an excellent price when she and her mom were shopping. Her mom agrees that with these jeans at this price, they need to purchase a pair.

d)

Whitney will be traveling to Europe with a youth ambassador program this summer. She has been instructed to pack a rain jacket. The rain jacket she already owns does not have a hood since she always uses an umbrella in rainy situations. Her mom believes she needs to purchase a hooded rain jacket because it would be more convenient.

24.

Sylas is studying financial planning in one of his classes. His teacher has assigned him to create a timeline of his financial future. Where should the end of his financial planning timeline be set?

a)

When his financial goals have been established

b)

When his money management plan has established high well-being

c)

When he is 70 years old

d)

Never – it is an ongoing process

25.

Erica wants her class project to reflect her values. Which items would be best to include?

a)

Things that she intends to acquire, do, reach, or accomplish in the near or distant future

b)

Things that are necessary or essential for life and survival

c)

Things that reflect her fundamental beliefs about what is worthwhile and important to her

d)

Things that are unnecessary but desired which increase the quality of her life

26.

Which of the following factors is not influenced by values?

a)

An individual’s choice of friends.

b)

An individual’s daily decisions.

c)

An individual’s life cycle position.

d)

An individual’s financial decisions.

27.

Ian has been shopping for a different vehicle for the past several months. He needs something reliable and would really like something with a nice sound system. He and his parents have talked about how much he can afford and he plans to stay within the price guidelines he and his family have set. Ian was analyzing the opportunity cost of a trade‐off regarding which car to purchase. Which situation best

represents what he might be thinking through?

a)

Ian is comparing new vehicles at two car dealerships. He was able to find nearly identical cars at nearly identical prices. One dealership is 20 miles away and the other dealership is 30 miles away.

b)

At a local dealership, Ian has found two different cars that meet his needs. The first car has a better sound system than the other. The second car has 20,000 fewer miles on it.

c)

Ian has been shopping for a vehicle online. He finds something that would meet his needs being sold by an individual near him. He would be able to purchase this car for less than he would have

paid for a comparable vehicle at a car dealership.

d)

Ian’s older brother is trading vehicles and offers to sell Ian his used vehicle. This vehicle would meet Ian’s needs and he knows the service history of the vehicle is excellent.

28.
David made a mistake in his checking account record keeping and spent $25.00 more than he had deposited in his account. As a result, he can expect to be charged a(n):
a)
Overdraft Fee
b)
ATM Fee
c)
Safe Deposit Fee
d)
Contact Fee
29.
Common fees that may be charged by a depository institution include all EXCEPT:
a)
Minimum Balance Fee
b)
ATM Fee
c)
Late Fee
d)
Overdraft Fee
30.
George wants to be able to use funds in his checking account but finds going to the bank to withdraw cash to be an inconvenient.  He would like a more effective way to access his checking account funds. What would you suggest he do?
a)
Apply for mobile banking
b)
Apply for a Credit card
c)
Request a cashier's check from her depository institution
d)
Apply for a debit card
31.
Savings tools offered by depository institution may earn interest.  Which of the following statements is NOT TRUE about interest?
a)
The amount of interest earned or paid is determined by the interest rate.
b)
When paying interest , look for low rates
c)
When earning interest, look for low rates
d)
Interest is the price paid for using someone else's money.
32.
Joshua is saving money to purchase a new computer before he leaves for college in three years.  He wants to open a special account at a depository institution to keep his saved money safe.  He has asked you for advice on which type of account be best for him. What would be the best advice for Joshua?
a)
Shop around for the depository institution with the highest rate for his savings account. He would be able to make regular savings deposits and earn interest while he is saving up for the computer.
b)
Check several depository institutions and choose one with a free, no-interest rate checking account. 
c)
Shop around for a depository institution that offers safe deposit boxes.
d)
Look for a credit union that offers share draft accounts. These secure accounts are designed especially for saving for long-term financial goals.
33.
A key difference between commercial banks and credit unions is that:
a)
Commercial banks offer more services, such as debit cards, and online banking, than credit unions.
b)
Credit unions are more commonly located in rural areas while commercial banks are more commonly located in urban areas.
c)
Commercial banks are "for-profit" and credit unions are "not-for-profit"
d)
Commercial banks typically pay higher interest rates than credit unions.
34.
Tessa is concerned about the safety of the money in her savings account.  Which type of depository institution should she choose?
a)
Neither a commercial bank or a credit union. Money is most safely kept at home in a personal safe or vault.
b)
She could safely choose either a commercial bank or a credit union, as long as her saving account balance meetes the insurance insurance requirements.
c)
A credit union, since her deposits would be insured by the National Credit Union Association (NCUA)
d)
A commercial bank, since her deposits would be insured by the Federal Deposit Insurance Corporation (FDIC)
35.
Since Cameron was a young child he has kept his savings in a piggy bank. He likes this method of savings because he can have immediate access to the  money if he needs it. Recently, in a class at school discussion focused on why depository institutions are safer than his piggy bank. Some students comments were based on facts, while others were based on myths.  Which aspect of security at a depository institution is NOT TRUE?
a)
All money stored at a depository institution is kept safe at all times by numerous security measures
b)
Depository institutions have insurance  protection for up to $250,000 per depositor per account type.  If something happened to the money in the bank, you would get the value of your account back as long as the deposited amount was no more than the insurance limit.
c)
Depositoroy institutions have insurance protection. Depositors can have multiple accounts insured at the same depository institution as long as each account has no more than $100,000.
d)
Information about depositors and their accounts is kept in secure data storage
36.
Which statement is TRUE about Payroll Taxes?
a)
Payroll taxes are paid on both earned and unearned income
b)
The amount of tax paid depends on many different factors but increases as income increases.
c)
Payroll taxes fund different operations and  programs of the federal government.
d)
Payroll taxes fund the Social Security and Medicare programs.
37.
Taxes that are charged on consumption items such as gasoline, hotel rooms, and airline tickets are called ___________ taxes.
a)
Property
b)
Sales
c)
Federal Use
d)
Excise
38.
Courtney has received her first paycheck.  She worked 20 hours at her new job and is being paid $7.25 per hour.  She calculated that her paycheck should be $145.00. Her paycheck amount is 1/3 less than she expected.  What is the most likely reason that Courtney's pay is less than she expected it to be?
a)
Courtney neglected to deduct the amount required to pay income and payroll taxes
b)
Courtney calculated the hours she worked without deductin the hours she spend doing on-the-job training
c)
Courtney's employer made a mistake calculating the number of hours Courtney worked during her first pay period
d)
Courtney neglected to deduct the excise tax paid on the uniforms she purchased to wear at her job
39.
As James was looking over his sales receipt for the shirt he bought at a retail store, he discovered that he was charged 7% more than the price tag showed for the item.  What is this extra 7% charge most likely to be?
a)
Sales tax on the shirt he purchased
b)
Income tax on the shirt he purchased
c)
Property tax on the shirt he purchased
d)
An excise tax on the shirt he purchased
40.
Which statement is NOT TRUE about property taxes?
a)
The fee paid to license a vehicle is an example of property tax
b)
Property taxes are most often paid only once or twice each year
c)
Property tax is often charged by states or local governments to pay for local schools
d)
The property tax rate is set by the federal government to be equal in every state
41.
Neveah is researching the topic of property taxes for a presentation  she is doing in her Personal Finance Class. She has come across the following statements she is considering adding to her presentation. Which should she EXCLUDE from her presentation because it is not correct?
a)
Property tax on homes, land and buildings are usually only paid once or twice each year
b)
Property taxes are usually charged by state and local governments to pay for local schools and other services and expenses incurred by these governments.
c)
Property taxes are assessed at the same rate for all types of property, including homes, land and buildings, regardless of location location or whether they ar eused for business or personal use.
d)
Property taxes are commonly paid on automobiles.  This tax is usually paid once per year when the automobile is licensed.
42.

As Mariah was looking over her sales receipt for the shirt she bought at a retail store, she discovered that she was charged 6% more than the price tag showed for the item. What is this

extra 6% charge most likely to be?

a)

An excise tax on the shirt she purchased.

b)

Property tax on the shirt she purchased.

c)

Income tax on the shirt she purchased.

d)

Sales tax on the shirt she purchased.

43.

Dane is researching the topic of property taxes for a presentation he is doing in his Personal Finance class. He has come across the following statements he is considering adding to his presentation. Which should he EXCLUDE from his presentation because it is not correct?

a)

Property taxes are assessed at the same rate for all types of property, including homes, land and building, regardless of location or whether they are used for business or personal use.

b)

Property taxes are usually charged by state and local governments to pay for local schools and other services and expenses incurred by these governments.

c)

Property taxes are commonly paid on automobiles. This tax usually paid once per year when the automobile is licensed.

d)

Property tax on homes, land and buildings are usually only paid once or twice each year.

44.

Austin has just received his first paycheck. He worked 22 hours at his new job and is being paid$8.00 per hour. He calculated that his paycheck should be $176. His paycheck amount is almost 1/3 less than he expected. What is the most likely reason that Austin’s pay is less than he expected it to be?

a)

Austin calculated the hours he worked without deducting the hours he spent doing on‐the job training.

b)

Austin neglected to deduct the excise tax paid on the uniforms he purchased to wear at his job.

c)

Austin neglected to deduct the amount required to pay income and payroll taxes.

d)

Austin’s employer made a mistake calculating the number of hours Austin worked during his first pay period.

45.
George wants to be able to use funds in his checking account but finds going to the bank to withdraw cash to be an inconvenient.  He would like a more effective way to access his checking account funds. What would you suggest he do?
a)
Apply for mobile banking
b)
Apply for a Credit card
c)
Request a cashier's check from her depository institution
d)
Apply for a debit card
46.
Common fees that may be charged by a depository institution include all EXCEPT:
a)
Minimum Balance Fee
b)
ATM Fee
c)
Late Fee
d)
Overdraft Fee
47.
Savings tools offered by depository institution may earn interest.  Which of the following statements is NOT TRUE about interest?
a)
The amount of interest earned or paid is determined by the interest rate.
b)
When paying interest , look for low rates
c)
When earning interest, look for low rates
d)
Interest is the price paid for using someone else's money.
48.
Joshua is saving money to purchase a new computer before he leaves for college in three years.  He wants to open a special account at a depository institution to keep his saved money safe.  He has asked you for advice on which type of account be best for him. What would be the best advice for Joshua?
a)
Shop around for the depository institution with the highest rate for his savings account. He would be able to make regular savings deposits and earn interest while he is saving up for the computer.
b)
Check several depository institutions and choose one with a free, no-interest rate checking account. 
c)
Shop around for a depository institution that offers safe deposit boxes.
d)
Look for a credit union that offers share draft accounts. These secure accounts are designed especially for saving for long-term financial goals.
49.
A tax on earned and unearned income
a)
property tax
b)
unearned income
c)
income tax
d)
community
50.
A tax on earned income
a)
payroll tax
b)
income tax
c)
earned income
d)
excise tax
51.
Sanjay is concerned about the safety of the money in his savings account. Which type of depository institution should he choose?
a)
A commercial bank, since his deposits would be insured by the Federal Deposit Insurance Corporation (FDIC)
b)
A credit union, since his deposits would be insured by the National Credit Union Association (NCUA)
c)
He could safely choose either a commercial bank or a credit union, as long as his savings account balance meets the insurance requirements.
d)
Neither a commercial bank nor a credit union. Money is most safely kept at home in a personal safe or vault.
52.
Common fees that may be charged by a depository institution include all of these except which one?
a)
Overdraft fees
b)
Late fees
c)
ATM fees
d)
Minimum Balance fees
53.
David made a mistake in his checking account recordkeeping and spent $10 more than he had deposited in his account. As a result, he can expect to be charged a/an:
a)
ATM fee.
b)
contact fee.
c)
safe deposit fee.
d)
overdraft fee.
54.

If expenses were to exceed income on a spending plan, what would be a financially smart solution?

a)

Decrease expenses

b)

Use a credit card more often

c)

Earn less income

d)

Increase purchases

55.

Diana and Aaron have decided to develop a spending plan to help them gain control over their finances. Which of the following statements is NOT TRUE about spending plans?

a)

Spending plans are used to record planned income.

b)

Spending plans are used to record planned expenses.

c)

A spending plan includes items NOT usually included when creating a budget.

d)

When creating a pending plan, it is recommended that you examine your trade‐offs and opportunity costs.

56.

When is your spending plan complete?

a)

When you have allocated all your income into categories for the month.

b)

When you have all of your current income and expenses recorded.

c)

Spending plans are always under revision so they are never complete.

d)

Spending plans are complete each December 31st as one year ends and another year begins.

57.

Chase has decided to work with a spending plan so he can build up an emergency fund for when he is in college. He learned in class that he could probably reduce his spending the most by looking at his non‐contractual expenses. Which of his expenses best fit that category?

a)

Cell phone bill, gasoline, and car payment

b)

Internet bill, entertainment, and clothing

c)

Motorcycle payment, food, and cell phone bill

d)

Gasoline, food, and entertainment

58.

Michael wants to develop a spending plan for himself to use during his final year of high school. What will he need to do as his FIRST step?

a)

Decide what income and spending categories would reflect his values, needs, and wants.

b)

Decide how much money he can spend for each of the bills he pays each month.

c)

Track his current income and expenses. If he has already created an Income and Expense Statement then he has completed this step.

d)

Develop a control system that will work with his life style.

59.
Goods or services that are required for survival
a)
Wants
b)
Needs
c)
Goals
d)
Values
60.
The desire for goods and services that  are not absolutely necessary for our survival
a)
Need
b)
Goal
c)
Well-Being
d)
Want
61.
Managing money continuously through life in order to reach your financial goals
a)
Financial Goals
b)
Goals
c)
Financial Planning
d)
Needs
62.
Well‐being is defined as...
a)
Goods or services that are required for survival
b)
Feeling good about one’s life
63.
Something a person intends to acquire, achieve, or accomplish 
a)
Value
b)
Short term goal
c)
Long term goal
d)
Goal
64.

To calculate her net worth Jordyn should use the following formula

a)

Assets - liabilities = net worth

b)

Assets x liabilities = net worth

c)

Assets + liabilities = net worth

d)

Assets / liabilities = net worth

65.
Which of the following would be considered contractual:
a)
Cell phone
b)
food
c)
entertainment