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EPF Vocabulary 4.1

Total questions: 12

Worksheet time: 6mins

Name
Class
Date
1.

What is a financial plan?

a)

A document outlining a person's life goals

b)

An intended action pertaining to money or finance

c)

A budget for a vacation

d)

A legal contract

2.

What is inheritance?

a)

Money paid for services

b)

Money received through a will or legal succession

c)

Money earned from investments

d)

Money paid for taxes

3.

What is a salary?

a)

A fixed amount of money paid regularly for work

b)

A bonus given for good performance

c)

A form of investment

d)

A tax deduction

4.

What is net income?

a)

Total earnings before taxes

b)

Total earnings after taxes

c)

Total earnings after deductions

d)

Total earnings before deductions

5.

What is a wage?

a)

A tax deduction

b)

Money paid regularly to an employee for services rendered

c)

A type of insurance

d)

An inheritance

6.

What is disposable income?

a)

The income received from investments

b)

The income left after taxes are deducted

c)

The income received from a salary

d)

The income used for paying bills

7.

What does bankruptcy entail?

a)

Being declared incapable of managing one's finances

b)

Being unable to pay off debts and having assets administered by a court

c)

Declaring financial independence

d)

Having unlimited access to funds

8.

What is an executor?

a)

A financial advisor

b)

A person named to carry out the provisions of another's will

c)

A person who receives an inheritance

d)

A lawyer specializing in estate planning

9.

What is gross income?

a)

Total earnings before taxes or deductions

b)

Total earnings after taxes

c)

Total earnings after deductions

d)

Total earnings before deductions

10.

What is insurance?

a)

A form of investment

b)

A protection against certain accidents provided by a company for a fee

c)

A type of loan

d)

A government subsidy

11.

What is a co-pay?

a)

A payment made to a co-worker

b)

A set rate paid for certain types of healthcare services

c)

A contribution to a pension fund

d)

A fee for using a bank's services

12.

What is estate planning?

a)

Planning for one's retirement

b)

Planning for how assets will be managed and distributed after death or incapacity

c)

Planning for a vacation

d)

Planning for starting a business