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Worksheets

Life Skills Saving and Investing

Total questions: 11

Worksheet time: 12mins

Name
Class
Date
1.

If you save $7 thids week at 5% interest, in 10 years you will have $4743.04.

a)

true

b)

false

2.

Which of the following are types of savings accounts?

a)

Flexible Savings Account

b)

Passbook Account

c)

Statement Account

d)

Interest-earning Checking Account

3.

Money Market Deposit Account-What are they and how are they used?

a)

Checking/savings account

b)

Interest rate paid built on a complex structure that varies with size of balance and current    level of market interest rates.

c)

Commodities

d)

Can access your money from an ATM, a teller, and can write up to three checks a month.

4.

What is a benefit of a money market savings account?

a)

Immediate access to your money.

b)

Win at the lottery.

c)

Writing as many checks as you want each month.

5.

What are the benefits of CDs?

a)

No risk

b)

Simple

c)

No feeS

d)

Higher interest rates than regular savings accounts

6.

Simple interest is the same as interest compounded yearly.

a)

false

b)

true

7.

The Truth in Savings Act requires financial institutions to disclose the following information:

a)

Fees on deposit accounts

b)

The interest rate

c)

The annual percent yield

d)

Other terms and conditions

8.

What are the three types of bonds?

a)

Cooperate

b)

Manicipal

c)

Federal Government

9.

What are mutual funds?

a)

Professional managed portfolios made up of stocks, bonds, and other mutual funds.

b)

Term savings accounts

c)

Shared checking accounts

10.

What are stocks?

a)

Ownership of a corporation

b)

Stockholders own a share of the company

c)

Stockholder are entitled to share of the profits and vote on how company is run

d)

Stockholders can write as many checks as they need

11.

How can someone use realestate as an investment?

a)

Buy a house, live in it, sell it later for a profit.

b)

Buy an apartment building and rent it.

c)

Buy land and hold onto it until the market rises.

d)

buy lnad or a house and sale it for a loss.