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Chapter 6 Personal Finance Quiz

Total questions: 31

Worksheet time: 21mins

Name
Class
Date
1.

How much money should you save up for an emergency fund? (Not in reading guide, but talked about in class)

a)

3-4 months

b)

6-12 months

c)

2 months

d)

At least a year.

2.

Emergency funds are calculated based on

a)

monthly expenses

b)

monthly income

c)

retirement planning

d)

Investing for college

e)

Current amount of debt

3.

What is the purpose of the budget?

a)

to map out the next year of spending

b)

to keep track of your income and net worth

c)

to create a cash flow statement

d)

to take control of your money and spending

4.

Which of these is not a feasible time period to determine your budget period?

a)

biweekly

b)

monthly

c)

yearly

d)

weekly

5.

Which of these is not a type of discretionary spending?

a)

cell phone bill

b)

clothing

c)

scarfing down 3 cheese conies at Skyline

d)

Jewelry

e)

spending $5.99 on Hay Day to buy 300 White Diamonds

6.

You should review your total financial situation at least . . . . . . . .

a)

weekly

b)

biweekly

c)

monthly

d)

every 6 months

e)

annually

7.

Check all that are ASSETS

a)

stocks

b)

cash

c)

real estate

d)

mortgages

e)

bonds

8.

Check all that are Liabilities

a)

Cash

b)

mortgages

c)

personal loans

d)

personal possessions

e)

credit card charges

9.

How do you know if your net worth is a negative figure?

4 lines
10.

How do you arrive at your net worth?

4 lines
11.

Which state of your financial life is the following located in:

"empty nest"

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

12.

Which state of your financial life is the following located in:

happens in your 40's and 50's

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

13.

Which state of your financial life is the following located in:

Getting established in Life

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

14.

Which state of your financial life is the following located in:

Getting established in Life

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

15.

Which state of your financial life is the following located in:

family life revolves around the kids

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

16.

Which state of your financial life is the following located in:

formal retirement

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

17.

Which state of your financial life is the following located in: births/adoptions is happening

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

18.

Which state of your financial life is the following located in: income starts low but gradually increases

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

19.

Which state of your financial life is the following located in: need extra income for college expenses

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

20.

Which state of your financial life is the following located in: expenses include clothing, sports, and hobbies

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

21.

Which state of your financial life is the following located in: child-related expenses

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

22.

Which state of your financial life is the following located in: expenses include college loans, home furnishings, etc

a)

Beginning Stage

b)

Expanding Stage

c)

Developing Stage

d)

Launching Stage

e)

Aging Stage

23.

Which type of family would the following characteristic belong to: females lead many of these families

a)

Singles and Childless Couples

b)

Single-Parent Families

c)

Separated and Divorced People

24.

Which type of family would the following characteristic belong to: face legal fees

a)

Singles and Childless Couples

b)

Single-Parent Families

c)

Separated and Divorced People

25.

Which type of family would the following characteristic belong to: spend more on leisure, travel, and other extras

a)

Singles and Childless Couples

b)

Single-Parent Families

c)

Separated and Divorced People

26.

Which type of family would the following characteristic belong to: cost of maintaining two homes

a)

Singles and Childless Couples

b)

Single-Parent Families

c)

Separated and Divorced People

27.

Which type of family would the following characteristic belong to: greater responsibility to aging parents

a)

Singles and Childless Couples

b)

Single-Parent Families

c)

Separated and Divorced People

28.

Which type of family would the following characteristic belong to: saving and planning is difficult

a)

Singles and Childless Couples

b)

Single-Parent Families

c)

Separated and Divorced People

29.

When the economy is on the upswing, people are generally ________________

a)

pessimistic

b)

apathetic

c)

worried

d)

optimistic

30.

Which of these would not be a challenging time to manage your finances?

a)

when GDP per capita is very high with

b)

inflation

c)

recession

d)

high unemployment

31.

Which of these has altered the way people buy goods and services?

a)

Cell Phones

b)

The Internet

c)

Medical advances

d)

Social Media