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2.1 - Saving Basics

Total questions: 9

Worksheet time: 7mins

Name
Class
Date
1.

All of the following are benefits of saving, EXCEPT...

a)

Having money in a savings account enables you to prepare for large purchases

b)

Having money in a savings account offsets the impact of changes in income

c)

Having money in a savings account cushions you when faced with unexpected expenses

d)

Having money in a savings account is more accessible than in a checking account

2.

As a rule of thumb, how much do experts recommend you save in an emergency fund?

a)

1 month of expenses

b)

3-6 months of expenses

c)

6-8 months of expense

d)

1 year of expenses

3.

Lucas has $300 in his savings account and starts saving $75 per month. He wants to meet his savings goal of $3000. How long will it take him to reach his goal?

a)

4 months

b)

10 months

c)

36 months

d)

40 months

4.

How do you calculate weatlh?

a)

Assests - Debt

b)

Debt - Assests

c)

Assests + Savings

d)

Savings - Debt

5.

How much of your paycheck should you save according to experts?

a)

5%

b)

20%

c)

45%

d)

80%

6.

Which of the following statements is TRUE?

a)

The majority of Americans have an adequate emergency fund and sufficient amounts of money saved for retirement.

b)

The majority of Americans do not have an adequate emergency fund or sufficient amounts of money saved for retirement.

c)

The majority of Americans have an adequate emergency fund but notsufficient amounts of money saved for retirement.

d)

The majority of Americans do not have an adequate emergency fund but do have sufficient amounts of money saved for retirement.

7.

Buying company stock and selling it for profit is an example of....

a)

Savings

b)

Investing

c)

Spending

d)

Balancing

8.

Is delayed gratification important for savings?

a)

YES

b)

NO

c)

Only for emergency funds

9.

Which is NOT a tip to save money?

a)

Creat 4 Banks

b)

Make Savings Goals

c)

Save first, then spend

d)

Spend money on items wherever they are available