Your collection of investments is called your:

Preparing a will is just one aspect of effective:

The S&P 500 is one example of a(n):

Owning _______ means you own a small piece (or pieces) of a company.

A fund manager uses a(n) ______ to outline an investing strategy.

A(n) ______ is a payout of net profits from a company to shareholders.

______ refers to the monetary gain or loss of an investment over time.

Which of the following is not considered a true retirement plan?

When it comes to picking investments, the higher the ________, the greater your chance of losing money:

Which of these investment accounts will provide tax-free withdrawals at

retirement?

For a majority of millionaires, where did their money for retirement come from?

Giving your money, time, or property to an organization that helps other people who are in need is called _______ giving.

What is The Fifth Foundation?

A security that represents part ownership of a company is called a(n):

When you invest in a mutual fund, you are contributing to a pool of money that will be . . .

Diversification reduces your __________ by using a mix of investment types in your portfolio.

____________ is the process of figuring out how much money you'll need in retirement and creating a plan to get there.

_______ is the cure for _______:

Investing your money earns you more money because of . . .

When riding the highs and lows of the stock market, remember . . .

Before you invest, you should make sure a mutual fund has done well for 5-10 years.

Roth IRA, 401(k), 403(b), 457, and Simplified Employee Pension are all examples of ______________.

Social Security benefits are meant to ________ your income.

Live like no one else now, so later you can live and ____ like no one else.

When you invest, your goal is to earn a negative rate of return on investment.

Certificates of deposit and money market accounts are both examples of investments with __________ risk and __________ return.

Mutual funds are less risky and can outperform the stock market because . . .

Never _____ something you don't _____.

Be aware of any ______ you might receive, but don't bank on it as a key part of your retirement plan.

You should wait to be generous until you have money to give.

The three components of compound growth are money, time and _________________.

Never invest your money in ______ because it/they are extremely risky.

______ is key when it comes to compound growth.

It's okay to borrow money from your retirement account, but don't borrow money to invest in it.

When you're retired, you'll still have to pay taxes.

When donating money, you should always . . .

Usually, the more liquid an asset is (like cash in the bank), the less return you can expect.

What does "bull and bear" reference?

When using a Roth plan, you invest your money after paying taxes, and the investment grows tax-free.

Why might someone choose to diversify their investments?

If you're over the age of ___, you need a will.

You can build a legacy you'll be proud of by . . .

An extended time of falling stock values is referred to as a(n):

Which of the below is an employer based retirement plan that both employees and employers contribute to?

Which of the below is an employer based retirement plan that only employers contribute to?

Which type of account will your employer often "match" your contributions?

What does tax deferred mean?

The money put into this type of account has already had taxes taken out.

A bond is a(n) _____________ instrument.

A stock is a(n) _________ instrument.

Which has less risk?

Payments made to shareholders of a company's stock are called?

3.A majority of companies do NOT offer pension plans today, so YOU will be responsible for your quality of life in retirement by making sound investment decisions.

5. Social Security is a government-guaranteed basic income for older Americans, funded through a special tax paid by workers.

Companies sell common stock to investors to raise money in order to:

The NYSE and Nasdaq are examples of:

When a company earns a profit a decides to distribute some of the profits to stockholders, they are paying:

A professionally managed pool of investments including stocks and bonds and other assets is called:

Creating a plan for retirement to meet desired future income goals, and allocating and investing the financial resources necessary to achieve the plan is called:

What type of retirement plan will some employers contribute matching funds towards?

A source of income provided by the federal government when you retire, primarily based on your total earnings throughout your career and your age when you start receiving benefit payments, is called: