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Finance EXAM Review - ALL Topics

Total questions: 150

Worksheet time: 2hrs 8mins

Name
Class
Date
1.
A TV that normally cost $800 is on sale for 33% off.  There is a 6% sales tax on the purchase.  What is the final cost of the TV?
a)
$536.00
b)
$568.16
c)
$279.84
d)
$321.60
2.
You plan to purchase a plane ticket for $299.00 and you are going to use a discount code to receive 15% off.  How much will the ticket cost?
a)
$149.50
b)
$254.15
c)
$343.85
d)
$44.85
3.
You are planning a vacation to Hawaii that will cost $5875, but if you schedule it today you can save 20%.  How much will you save by scheduling it today?
a)
$7050.00
b)
$4700.00
c)
$1175.00
d)
$117.50
4.
Henry earns $7.75 per hour.  He just received a 3% raise.  How much does he now earn if he works for 40 hours?
a)
$7.98
b)
$403.20
c)
$319.20
d)
$2.33
5.
Mrs. Frost is a real estate agent.  She earns 6% commission on her sales plus $2,000 each month.  Last month her sales totaled $523,250.00.  How much did she earn last month?
a)
$31,395.00
b)
$33,395.00
c)
$313,950.00
d)
$333,950.00
6.
The number of students in the school went from 1028 down to 755.  What is the percent decrease?
a)
26%
b)
27%
c)
36%
d)
136%
7.
23 is what percent of 67?
a)
34.3%
b)
0.3%
c)
2.9%
d)
291.3%
8.
George estimated that he scored a 75% on his math test.  To his surprise, he actually scored an 87%.  What was his percent error?
a)
13.7%
b)
16%
c)
13.8%
d)
86.2%
9.
72% of what number is 40?
a)
28.8
b)
1.8
c)
55.6
d)
5555.6
10.
The Green family went to dinner and the bill was $67.45.  Mr. Green wanted to leave an 18% tip for the waiter.  How much will the waiter receive?
a)
$121.41
b)
$55.31
c)
$79.59
d)
$12.14
11.
The Green family went to dinner and the bill was $67.45.  Mr. Green wanted to leave an 18% tip for the waiter.  How much is the total bill?
a)
$79.59
b)
$12.14
c)
$121.41
d)
$72.85
12.
Mr. Potter purchased an owl for $87.  To his surprise it was on sale for $65.  What was the percent of change?
a)
74.7%
b)
133.8%
c)
34%
d)
25.3%
13.
Mr. Potter purchased an owl for $87.  To his surprise it was on sale for $65.  What percent of 87 is 65?
a)
74.7%
b)
133.8%
c)
34%
d)
25.3%
14.
The drawing of the statue is 3.3 inches tall.  This is 15.5% of the real height of the statue.  How tall is the real statue?
a)
34.7 feet
b)
21.3 feet
c)
0.5 feet
d)
5.2 feet
15.
Meghan paid $7 for a book.  This price included a 20% discount.  What was the original price of the book?
a)
$8.40
b)
$5.60
c)
$8.75
d)
$12.60
16.
Karen scored a 930 on her SRI.  This is 13% higher than her score last year.  What did Karen score last year?
a)
823
b)
121
c)
809
d)
1051
17.
How much interest will Linda have to pay if she borrows $5,500 for 3 years at 4%?
a)
$66.00
b)
$6,600.00
c)
$66,000.00
d)
$660.00
18.
lf Linda borrows $5,500 for 3 years at 4%, how much will she have to pay back each month?
a)
$6160.00
b)
$336.11
c)
$171.11
d)
$660.00
19.
Jan borrowed $300 for 3 months at 25%.  How much interest will Jan have to pay back?
a)
$18.75
b)
$225.00
c)
$22.50
d)
$22,500.00
20.
Jack had to purchase a book for college.  The book cost $280 at the campus store.  Jack found it online for 15% off.  How much can he save if he purchases it online?
a)
$420
b)
$322.00
c)
$238
d)
$42.00
21.

What is 78% written as a decimal?

a)

0.78

b)

7.8

c)

7.80

d)

0.078

22.

Write 34\frac{3}{4}  as a decimal.

a)

3.4

b)

0.34

c)

0.75

d)

0.075

23.

Express 0.86 as a percent.

a)

8.6%

b)

86%

c)

8%

d)

.86%

24.

The sale is $800. The commission rate is 30%. Find the commission.

a)

$30

b)

$240

c)

$7.20

d)

$24

25.

What is the salesperson's commission on a $1100.00 sale if the commission rate is 20%?

a)

$20.00

b)

$220

c)

$1320

d)

$200

26.
Dan borrowed $2,000 for 6 months at 12% annual simple interest rate. How much interest is that?
a)
$120
b)
$144
c)
$1,200
d)
$1,440
27.

Find the simple interest earned for principal of $2,000 at and 8% rate for 5 years.

a)

$160

b)

$800

c)

$80,000

d)

$16

28.

Timmi puts $300 in a bank account earning 4% interest.  How much will she earn in interest in 1 year?

a)
4
b)
8
c)
12
d)
16
29.

If you want to build work experience directly after high school, you could...

a)

Take an online college course

b)

Attend a four-year college

c)

Find an apprenticeship

d)

Volunteer once a year

30.

Which of the following is true about a college education?

a)

College is the only way to get a stable, high paying job

b)

College grads have higher lifetime earnings on average than HS grads

c)

College grads have a higher rate of unemployment

d)

More education is related to lower unemployment

31.

Why would you ask for an informational interview?

a)

To learn more about why a job rejected you.

b)

To negotiate your salary offer

c)

To learn more about a career or industry

d)

To improve your chances of getting hired

32.

What is the difference between soft skills and hard skills?

a)

Hard skills are easily measurable; soft skills are "people skills"

b)

Hard skills are more advanced than soft skills

c)

In job postings, hard skills are "required" and soft skills are "preferred"

d)

Soft skills are less important to employers because they're not technical

33.

Soft skills are a valuable skill set to have. All of the following are soft skills EXCEPT...

a)

Speaking multiple languages

b)

Creativity

c)

Responsibility

d)

Critical thinking

34.

What should you do when attending a career fair?

a)

Give a 5-minute personal pitch so recruiters remember you

b)

Bring gifts to give to recruiters

c)

Write a follow-up email to each recruiter

d)

Drop off your resume at each table; recruiters don't have time to talk

35.

All of the following are effective ways to use social media to find and land a job, EXCEPT...

a)

Network with other people in your industry

b)

Keep your posts and information professional

c)

Follow companies and organizations in your desired field

d)

Criticize your current job to help network & find a new one

36.

A resume should include all of the following, EXCEPT

a)

Rationale for why you quit a previous job

b)

Your previous employment experience & responsibilities

c)

A highlight of your education experience

d)

Your contact information

37.

Which is true of an effective resume?

a)

It includes many details; the longer the resume, the better

b)

It works for every job application, so you don't need multiple resumes

c)

It uses key words and has a simple design

d)

It features your photograph

38.

Which question would be appropriate to ask during a job interview?

a)

Can you describe the requirements of this position?

b)

Do you think you are going to hire me?

c)

What will my salary be?

d)

How many vacation and sick days am I allowed?

39.

A pre-tax employer sponsored retirement program is called...

a)

Traditional IRA

b)

Roth IRA

c)

Mutual Fund

d)

401(k)

40.

What form is NOT typically completed when you start a new job?

a)

Form W-2

b)

Form I-9

c)

Benefit forms

d)

Form W-4

41.

Direct deposit is beneficial because...

a)

You are less likely to bounce checks

b)

Your net pay is higher

c)

You can automatically split money into multiple accounts

d)

You endorse your paycheck for security

42.

Overdraft protection...

a)

Allows you to withdraw more money than you have in your account

b)

Protects your account from unauthorized transactions

c)

Helps you save money for emergencies

d)

Provides insurance for your deposits

43.

Which of the following is TRUE about banks and credit unions?

a)

Banks are for-profit institutions, while credit unions are non-profit

b)

Banks offer higher interest rates on savings accounts than credit unions

c)

Credit unions are insured by the FDIC, while banks are not

d)

Banks are owned by their customers, while credit unions are owned by shareholders

44.

Which of the following is NOT required to open a checking account?

a)

Proof of identity

b)

Proof of address

c)

Social security number

d)

Minimum age requirement

45.

Which of the following is NOT a common way most people are using P2P, such as Venmo?

a)

Splitting bills with friends

b)

Paying rent or utilities

c)

Sending money to family members

d)

Investing in stocks

46.

What feature is the LEAST important for a college student to look for in a checking account?

a)

Low or no monthly fees

b)

Convenient ATM access

c)

High interest rates

d)

Online and mobile banking

47.

What is a typical overdraft fee?

a)

$10

b)

$25

c)

$50

d)

$100

48.

How can you protect your checking account when using online and mobile banking?

a)

Use strong and unique passwords

b)

Avoid using public Wi-Fi networks

c)

Regularly monitor your account activity

d)

All of the above

49.

You have $30 in your acct. How can a bank reorder 4 checks written today to MAXIMIZE your fees?

a)

Process the largest check first

b)

Process the smallest check first

c)

Process the checks in random order

d)

Process the checks in alphabetical order

50.

Why is understanding a bank's fees particularly important for students or young adults?

a)

They are more likely to have a low income

b)

They are more likely to have a high credit score

c)

They are more likely to have a mortgage

d)

They are more likely to have a college degree

51.

About how much should you save in an emergency fund?

a)

1 month of expenses

b)

3 months of expenses

c)

6 months of expenses

d)

1 year of expenses

52.

What are some reasons for why so many Americans live paycheck-to-paycheck?

a)

Low wages

b)

High cost of living

c)

Lack of financial education

d)

All of the above

53.

How does the 50-20-30 rule distribute your income?

a)

50% for needs, 20% for savings, 30% for wants

b)

50% for savings, 20% for needs, 30% for wants

c)

50% for wants, 20% for savings, 30% for needs

d)

50% for needs, 20% for wants, 30% for savings

54.

How is compound interest different than simple interest?

a)

Compound interest is calculated on the initial amount only

b)

Compound interest is calculated more frequently

c)

Simple interest is calculated more frequently

d)

Simple interest is calculated on the initial amount only

55.

How does inflation impact the money in your savings account?

a)

It increases the value of your money

b)

It decreases the value of your money

c)

It has no impact on the value of your money

d)

It depends on the interest rate

56.

Saving accounts differ from checking accounts in that...

a)

Saving accounts have higher interest rates

b)

Saving accounts have more fees

c)

Saving accounts have unlimited transactions

d)

Saving accounts have overdraft protection

57.

1. The beginning balance on the monthly bank statement for Joaquin's checking account was $393.05, and the ending balance was $244.67. What can be said about Joaquin's transactions for the month?

a)

He had $148.38 more in credits than in debits.

b)

He had $148.38 more in debits than in credits.

c)

He had $637.72 more in credits than in debits.

d)

He had $637.72 more in debits than in credits.

58.

2. Rory wrote a check for $85 to pay his monthly credit card bill, but when balancing his checkbook, he accidentally recorded it as a credit rather than as a debit. How will his check register compare to his monthly bank statement when he receives it?

a)

The balance in his check register will be $85 over the balance on his bank statement.

b)

The balance in his check register will be $85 under the balance on his bank statement.

c)

The balance in his check register will be $170 over the balance on his bank statement.

d)

The balance in his check register will be $170 under the balance on his bank statement.

59.

4. Which of these would appear in the Debits column of a bank statement for a checking account?

a)

A transfer of funds into the account

b)

A direct deposit

c)

Interest earned

d)

An online bill payment

60.

5. Enrico wrote four checks last month, and these were the only transactions for his checking account. According to his check register, his balance is $893.48, but the bank statement he just received says his balance is $1076.32. If the four checks were for $173.75, $173.84, $182.75, and $182.84, the check for which amount has not yet cleared?

a)

$173.75

b)

$173.84

c)

$182.75

d)

$182.84

61.

7. Sigmund wrote four checks last month, and these were the only transactions for his checking account. According to his check register, his balance is $887.79, but the bank statement he just received says his balance is $1065.27. If the four checks were for $168.48, $168.93, $177.48, and $177.93, the check for which amount has not yet cleared?

a)

$168.48

b)

$168.93

c)

$177.48

d)

$177.93

62.

6. The beginning balance on the monthly bank statement for Ike's checking account was $194.58, and the ending balance was $371.93. What can be said about Ike's transactions for the month?

a)

He had $177.35 more in credits than in debits.

b)

He had $177.35 more in debits than in credits.

c)

He had $566.51 more in credits than in debits.

d)

He had $566.51 more in debits than in credits.

63.

9. Mia's bank statement shows a closing balance of $75.65. There are no outstanding checks or deposits. Her checkbook shows a balance of $77.95. What might account for different balances?

a)

Interest earned in the amount of $1.35

b)

Monthly service fee of $2.30

c)

Transposing of numbers

d)

None of the above

64.

11. Bess wrote four checks last month, and these were the only transactions for her checking account. According to her check register, her balance is $869.96, but the bank statement she just received says her balance is $1054.13. If the four checks were for $175.17, $175.35, $184.17, and $184.35, the check for which amount has not yet cleared?

a)

$175.17

b)

$175.35

c)

$184.17

d)

$184.35

65.

12. The beginning balance on the monthly bank statement for Ignatius' checking account was $124.82, and the ending balance was $659.27. What can be said about Ignatius' transactions for the month?

a)

He had $534.45 more in credits than in debits.

b)

He had $534.45 more in debits than in credits.

c)

He had $784.09 more in credits than in debits.

d)

He had $784.09 more in debits than in credits.

66.
a)

$864.31

b)

$99.31

c)

$141.31

67.

What is the balance of this checking account after the transactions shown?

a)

$434.91

b)

$88.13

c)

$444.39

d)

$675.83

e)

$585.83

68.

Edward wants to develop a positive credit history. How should he do this?

a)

Maintain reasonable amounts of available credit

b)

Have one type of credit account

c)

Pay cash for the majority of purchases

d)

Open credit accounts in his parents’ names

69.

When Bryce attempted to borrow money at the bank, he learned that his credit score is low. Which best describes what this is likely to mean for Bryce?

a)

The interest rates on his loan will be lower, since his credit score is low.

b)

The purchase price of the item he needs the loan for will be higher due to his low credit score.

c)

The monthly loan payments will be lower due to his lower credit score.

d)

The interest rates on his loan will be higher, since his credit score is low.

70.

Jake’s credit application has been declined because of his negative credit history. Which is most likely to be true?

a)

Jake pays his bills consistently and on time.

b)

Jake has applied for 4 credit cards and a car loan in the past 6 weeks.

c)

Jake has received 3 traffic tickets in the past 2 months.

d)

Jake holds 2 store credit cards, a bank credit card, a car loan, and a mortgage.

71.

Which is not an example of a data furnisher?

a)

Landlord

b)

Credit card company

c)

Utility company

d)

Medical provider

72.

Which is not included in an individual’s credit report?

a)

Current and past addresses

b)

Account balances

c)

Bankruptcies and foreclosures

d)

Medical information

73.

When may a person view his/her credit report for free?

a)

At any time and an unlimited number of times

b)

Once a year, from each of the three main credit reporting agencies

c)

A person may not review his/her credit report

d)

When a person has sufficient financial resources

74.

Becky no longer wants to use her Clothes-R-Us store credit card. What is the best thing she could do with the credit card?

a)

File the credit card away for use at a later time.

b)

Let a family member take over the credit account so her credit score will not be affected.

c)

Keep the credit card in her wallet in case she needs proof of identification.

d)

Close the account by phone and in writing, then destroy the card.

75.

Jenny is 18 years old and has applied for credit for the first time. Her credit application was declined because she has no credit history. What should be recommended in order for Jenny to build a positive credit history?

a)

Jenny should acquire several credit cards to establish that she can manage them responsibly.

b)

Jenny should obtain a secured credit card.

c)

Jenny should reapply for the same credit but include a letter of recommendation from someone who knows her well and can vouch for her character.

d)

Jenny should apply for a different type of credit. Since she was applying for a bank loan, she should apply for a credit card.

76.

David earns $5,000 per month at his accounting job. He has a student loan payment of $120, a car loan of $300. Which statement is true?

a)

David’s total credit payments are higher than the recommended amount for someone earning his income.

b)

David’s student loan payment must be subtracted from his car loan payment to determine whether his overall credit payments are within the safe range.

c)

David’s student loan payment is within the safe range but his car loan is not.

d)

David’s credit payments are within the safe range for someone with his income.

77.

Leah is trying to explain the difference between open-end and closed-end credit to her roommate. Which should she include in her description of closed-end credit?

a)

It is a continuous loan the borrower must repay with a revolving balance.

b)

Equal payments are required on a regular basis until the loan is repaid.

c)

Credit limits vary depending on the loan balance.

d)

Interest rates vary depending on the repayment history.

78.

The financial counselor that Ariel consulted about her use of credit recommended that she keep her use of credit within safe boundaries. Ariel’s financial counselor most likely told her to:

a)

keep the total amount of money she has borrowed, including her mortgage and her car loan, under 20% of her net income.

b)

keep the total amount of money she has borrowed, including her mortgage and her car loan, under 40% of her net income.

c)

keep the total amount of money she has borrowed, not including her house, under 20% of her net income.

d)

keep the total amount of money she has borrowed, not including her house, under 40% of her net income.

79.

Evan is writing a scholarship essay about the importance of responsible money management. He wants to explain the meaning of borrowing. Which would explain the importance of understanding the process of borrowing money?

a)

When you are borrowing, you are spending future income.

b)

Borrowing is an important part of a responsible financial plan.

c)

Borrowing strongly affects the present self but has less impact on the future self.

d)

Borrowing builds a strong credit history because it requires individuals to file a credit report.

80.

To answer the essay test question about the meaning of open‐end credit, Ryan should include which statement?

a)

A down payment must be made before receiving a loan.

b)

Individuals are allowed to borrow an unlimited amount of money as long as they pay it back.

c)

Credit is extended in advance so the borrower does not have to apply for credit each time credit is desired.

d)

Payments are equal and required to be paid on a regular basis.

81.

Which word represents the total cost of the item you’re purchasing on credit minus any down payment you make upfront?

a)

Principal

b)

Term

c)

Interest rate

d)

APR

82.

Each of the following represents an installment loan EXCEPT...

a)

Home mortgage

b)

Auto loan

c)

Student loan

d)

Credit card

83.

Which of these actions would most likely decrease a person’s net worth for at least the next 6 months?

a)

Use a loan to buy a brand new car

b)

Work 10 hours of overtime each week and put all extra earnings into a savings account

c)

Work 10 hours of overtime each week and use all extra earnings to pay down student loan debt

d)

Open 3 new credit cards but don’t spend any money on them

84.

Which statement is true of both debit AND credit cards?

a)

Both can trap you in an endless cycle of debt if you're not careful

b)

Both allow you to make purchases in a store or online

c)

Both typically have interest rates between 10-30%

d)

Both require you to pay a minimum monthly payment when your bill arrives

85.

Felix opens a credit card with no annual fee, so he assumes that using the credit card regularly will be absolutely free for the next two years while he finishes grad school. Why is his assumption incorrect?

a)

Unless he pays the whole bill every month, he will pay interest according to his APR

b)

He will automatically pay penalty fees if he uses his credit card for more than 3 consecutive months

c)

If his grace period is any longer than 10 days, he will have to pay fees

d)

He will need to pay a separate student fee because he is still in grad school

86.

Which statement best describes a Schumer box?

a)

The final calculation of how much you owe on your credit card bill each month

b)

A standardized way of presenting the key terms of your credit card agreement

c)

A legal document stating that you’re behind on your credit card payments

d)

The outstanding balance on your credit card once you’ve made your recent payment

87.

If you buy a $1000 bicycle, which credit card payoff strategy will result in your paying the LEAST total amount?

a)

Pay the minimum monthly payment

b)

Pay $100 per month for 10 months

c)

Pay $250 per month until it's paid off

d)

Don’t make any payments until you have the full $1000 saved, regardless of how long that takes

88.

If your credit card limit is $800 and your outstanding balance is $725, what is the largest amount you can charge on that card in the upcoming month?

a)

$0

b)

$75

c)

$725

d)

$800

89.

Each of the following people has $5000 in debt. Which debt is most worthwhile?

a)

Phil, who spent mostly on GoFundMe campaigns for people he saw on social media

b)

Tyree, who took out a loan for an old used car so he can drive to and from campus

c)

JJ, who used a credit card to pay his daily expenses while he was out of a job

d)

It's impossible to tell, because we don’t know how much they each valued the spending, how much it impacted their lives, or how easily they can repay the debt

90.

As you move through your payment schedule on an amortized loan, what will happen to the interest portion of each month's payment?

a)

The interest portion will grow

b)

The interest portion will shrink

c)

The interest portion will stay the same

d)

The interest portion will sometimes grow and sometimes shrink

91.

It's time for Roxanne to start repaying her student loans, which are amortized over the next ten years. Her first month's payment due is $396. How much should she expect to owe next month?

a)

Substantially less than $396

b)

Slightly less than $396

c)

Exactly $396

d)

Slightly more than $396

92.

You're debating whether to buy a trendy fall jacket that costs a whopping $200! You have it sitting in your online cart, and you see there's a "Buy Now, Pay Later" option available for the jacket. Which best describes an example of how that would work?

a)

You pay the full $200 now, but they wait a month to send it to you, giving you the chance to cancel, penalty free, if you change your mind

b)

You pay $100 right now, you receive the jacket, and you owe $100 more a year later on the anniversary of your purchase date

c)

They ship you the jacket now, and you owe four $50 payments, once every 2 weeks, until the jacket is paid in full

d)

You reserve the jacket now, you pay as much or as little as you want in each payment, and when you eventually get to $200, they send you the jacket

93.

Antonio has $4000 saved to use for a down payment, and he’s about to buy a car that costs $29,000. How much would you expect his loan principal to be?

a)

$4000

b)

$25,000

c)

$33,000

d)

$29,000 x his interest rate

94.

If you were offered two auto loan options with the same principal and interest rate, but one was a 48-month loan and one was a 72-month loan, which outcome below will reflect the impact of that difference in term?

a)

The 48-month loan will cost less money overall

b)

The 48-month loan will have lower monthly costs

c)

The 48-month loan will take longer to pay off

d)

The 48-month loan will always be a better choice

95.

Shonda’s mom recommends that she spend a year building her credit history and boosting her credit score before she applies for a loan to buy her dream car, which costs $54,000. Why is that good advice?

a)

A good credit score will reduce her down payment

b)

A good credit score will reduce her principal

c)

A good credit score will reduce her interest rate

d)

A good credit score will allow her to pay the full $54,000 in cash

96.

What causes the total amount of interest paid on a mortgage to be so much higher than on other types of debts?

a)

The APR on a mortgage is typically between 20-30%, which is higher than for other types of debt

b)

The principal on a mortgage is high and the term is long

c)

Borrowers typically delay making mortgage payments because their home cannot be repossessed for nonpayment

d)

Homeownership is not very common in the US, so mortgages are priced high because demand is so low

97.

Which of the following is a good reason to choose a 30-year, fixed-rate mortgage?

a)

You want to make high monthly payments and close your mortgage sooner

b)

You want to minimize the amount of interest you'll pay over the life of the loan

c)

You want low, predictable monthly payments

d)

You want to take advantage of the ups and downs of the market and don't mind risk

98.

Danya has found her dream home, and it's on the market for $200,000. Each of these is a way she can decrease the total amount she'll pay EXCEPT...

a)

Increase her down payment

b)

Qualify for a lower interest rate

c)

Choose a shorter loan term

d)

Choose a mortgage with a higher APR

99.

How do the Annual Percentage Rates (APRs) on payday loans get to be so high?

a)

The loans go to affluent banking customers, so they charge a lot for the exclusivity

b)

The loan amounts are small, but the fees charged are relatively high and are renewed on a very short time-scale

c)

They make most of their money through ATM withdrawal fees as well as overdraft fees on checking accounts

d)

The amount of money people borrow using payday loans is typically quite high – $10,000 or more – so the fees are also high

100.

Three of these statements reflect payday loans. Choose the other statement, which is aligned with a traditional bank loan instead.

a)

Easy to obtain without a lot of paperwork

b)

Requires a credit check and suitably high credit score

c)

Requires payment in full in less than a month

d)

APR can easily be over 200%

101.

Why are payday loans so popular?

a)

They are a fast, easy way to save money and budget effectively

b)

They meet the need for quick cash for very large purchases such as cars and homes

c)

They are a terrific way to build your credit history and improve your credit score

d)

They are accessible to people who need to borrow small amounts of money and don't have any better options

102.

What is a benefit of going to college and having a college degree?

a)

Lower lifetime earnings

b)

Lower interest rates on future loans

c)

Expanded professional and social netowrk

d)

Guaranteed starting salary of $50,000 after graduation

103.

All of the following are costs of going to college EXCEPT...

a)

Tuition and fees

b)

Room and board

c)

Textbooks and school supplies

d)

Scholarships and grants

104.

Which is TRUE about sticker price and net price?

a)

Net price is the sticker price minus loans

b)

Sticker Price is the published cost of going to a school

c)

Net price is the sticker price minus loans

d)

Sticker price is the net price minus scholarships & grants

105.

When does the FAFSA filing period open every year?

a)

January 1st

b)

June 1st

c)

October 1st

d)

December 1st

106.

Why should you file the FAFSA as early as possible?

a)

It can help your chances of being accepted into schools

b)

Aid is given out on a first-come, first-serve basis

c)

You're guaranteed to get more merit-based scholarships

d)

You'll get a lower interest rate on federal student loans

107.

When filing the FAFSA, you are eligible for all of the following EXCEPT:

a)

Grants and Scholarships

b)

Private Student Loans

c)

Work-Study

d)

Federal Student Loans

108.

How do scholarships and grants differ?

a)

Scholarships are need-based; grants are merit-based

b)

Grants are private forms of aid; scholarships are federal

c)

Grants are need-based; scholarships are merit-based

d)

They're not different; they are one and the same

109.

What do you need to file your FAFSA if you're a dependent?

a)

Just your tax forms

b)

Your high school student ID number

c)

Your and your parents' tax forms from 2 years priors

d)

A pay stub if you had a job in the past year

110.

Which is TRUE about the FAFSA?

a)

You only need to file the FAFSA 1x in your college career

b)

Your parents must earn below a set amount for you to apply

c)

You need to file it at the start of every quarter/semester

d)

There is no cost to file the FAFSA

111.

Which is TRUE about the Student Aid Index (SAI)?

a)

It's the cost of filing the FAFSA

b)

It's how much you & your family are expected to pay for college

c)

It's another term for "net price"

d)

It's how much your parents must contribute towards college

112.

Which of the following is the correct flow of submitting/receiving these documents?

a)

FAFSA Submission Summary > FAFSA > Financial Aid Package

b)

Financial Aid Package > FAFSA Submission Summary > FAFSA

c)

FAFSA > Financial Aid Package > FAFSA Submission Summary

d)

FAFSA > FAFSA Submission Summary > Financial Aid Package

113.

What must you do if you accept a Federal student loan?

a)

Agree to an official credit check by the government

b)

Pay off all credit card debt

c)

Pay a refundable deposit to secure your loan

d)

Sign a Master Promissory Note

114.

Which of the following is TRUE about how you get your financial aid?

a)

All financial aid is paid directly to you in one payment

b)

All financial aid is paid to you in installments

c)

Aid is 1st applied to your account; you get the rest

d)

The school receives all of your financial aid

115.

Which of the following is TRUE about federal and private student loans?

a)

Private loans may be subsidized; federal ones are not

b)

Both types offer the same repayment plans

c)

Private loans always offer fixed interest rates

d)

Fed. loans don't have prepayment penalties; private ones may

116.

How can you lower the total amount you in pay in student loans?

a)

Choose a repayment plan with a longer term

b)

Accept private loans first, then federal ones

c)

Make interest payments during your grace period

d)

Accept loans with variable interest rates, not fixed ones

117.

If you select a repayment plan with a longer term for your loans...

a)

You will have a larger monthly pyament

b)

You will have a smaller monthly payment

c)

You will pay less in interest

d)

You will pay the same amount in interest

118.

Which is TRUE about loan payments?

a)

$ goes 1st towards the principal, then the accrued interest

b)

Interest rate has little impact on total cost of the loan

c)

Payments are not split between interest and principal

d)

Interest can be added to the principal if it goes unpaid

119.

What can happen if you don't make payments towards your student loans?

a)

You may lose your car or home

b)

Your loan balance may become due in full, but no interest

c)

You may lose your car or home

d)

Your credit score may suffer

120.

When looking at a financial aid award letter, which type(s) of aid would you have to pay BACK?

a)

Federal Pell Grant

b)

Direct Subsidized Loan

c)

Merit Scholarship

d)

Federal Work-Study

121.

In what order should you accept different types of financial aid?

a)

Work-study, scholarships, federal loans, private loans

b)

Private loans, scholarships, work-study, federal loans

c)

Scholarships, work-study, federal loans, private loans

d)

Scholarships, work-study, private loans, federal loans

122.

Who primarily uses our tax money? (hint: choose 2 correct answers)

a)

Your employer

b)

Large corporations

c)

Federal and state government

d)

Local Businesses

123.

Our tax money is spent on all of the following EXCEPT:

a)

Social Security

b)

The Military

c)

Private School Education

d)

National Parks

124.

Which of the following is NOT a category in the Federal government's spending?

a)

Mandatory spending

b)

Discretionary spending

c)

Interest on loans issued

d)

Interest on national debt

125.

Which of the following taxes is applied to wages, salaries, dividends, and interest earned?

a)

Corporate Income Tax

b)

Income Tax

c)

Estate Tax

d)

Excise Tax

126.

The W-4 form lets...

a)

the government know how much you paid in taxes last year

b)

your employer know how much to withhold from your paycheck

c)

the 3 major credit bureaus know how many dependents you have

d)

you know how much you paid in taxes last year

127.

Jess is 21, in college, & has a job that provides 65% of her support. Is she a dependent?

a)

Yes

b)

No

128.

What item would you DEFINITELY see on a paystub?

a)

Retirement

b)

Healthcare

c)

Gross Pay

d)

Your occupation/role

129.

By claiming "exempt" on the W-4 form...

a)

You are paying all income taxes upfront at the START of the year.

b)

You are requesting an extension to file your taxes

c)

You will NOT have income taxes withheld from your paycheck.

d)

You are paying all income taxes at the END of the calendar year.

130.

Jason filed his 2022 tax return and owes money. If he doesn't want to pay a fee, when should he pay this amount by?

a)

April 18th

b)

October 15th

c)

December 31st

d)

January 1st of the next year

131.

True or False: All wages, tips, and bonuses are taxable unless specifically excluded.

a)

True

b)

False

132.

Which of the following things is TRUE about the W-2 form EXCEPT...

a)

You get 1 W-2 form every year, even if you had multiple jobs

b)

It contains information you'll need to fill out a 1040

c)

It lets you know how much you earned last year

d)

It lets you know how much was withheld from your paychecks

133.

Jason is 15 and earned $1450 at his job last summer. Should he file a tax return?

a)

No, because he didn't earn enough.

b)

No, because you have to be 16 and older to file taxes.

c)

Yes, because he may get a refund.

d)

Yes. You must file taxes even if you didn't earn enough.

134.

What do you need to file your 1040 form?

a)

Your W-2

b)

Your W-4

c)

Your prior year's tax return

d)

Income of $50,000 or more

135.

Which of the following is NOT a way you can file your taxes?

a)

Through a tax professional

b)

Mailing in a paper tax return to the Federal government

c)

Using tax software like TurboTax

d)

Through your employer's HR department

136.

True or False: A teen's earned income can be reported on a parent's tax return.

a)

True

b)

False

137.

If a teen files a tax return, can the parent still claim him/her as a dependent?

a)

Yes. All teens are dependents until they are 18 years old

b)

No. If a teen files a tax return, he/she cannot be claimed

c)

Yes, as long as the teen meets the dependency requirements

d)

Yes, but the parent has to add the teen's income to theirs

138.

Luisa earned $1,200 at her part-time job, and $500 from babysitting in cash. Which is TRUE?

a)

She will report her total income as $1,700.

b)

She will report her total income as $1,200.

c)

She will report her total income as $500.

d)

Luisa is required to file a tax return.

139.

Earned income is any money you make from things like interest and dividends.

a)

True

b)

False

140.

If you owe taxes, which of the following is FALSE?

a)

You can make a payment using cash

b)

You can delay your payment deadline

c)

With an agreement, you can pay it in installments

d)

You can make a payment with a debit, but not credit card

141.

Which is TRUE if you do not pay your taxes?

a)

You owe twice as much the following year

b)

You're more likely to be approved for low interest loans

c)

You cannot go to jail (but you will be heavily fined)

d)

Your credit score may be impacted

142.

The set amount of money you get paid per hour is your

a)

Total income

b)

Gross

c)

Net

d)

Wage

143.

The FICA portion withheld from your check consists of which two categories?

a)

Social Security

b)

State Taxes

c)

Medicare

d)

The IRS

144.

If you are 20 years old and a full time college student living at home then your parents can claim you as a dependent on their taxes.

a)

True

b)

False

145.

The W4 and the I-9 are both documents you fill out before you can get paid by your new employer.

a)

TRUE

b)

FALSE

146.

Your $ pay before taxes is called ----

a)

net pay.

b)

a deposit.

c)

gross pay.

d)

a check.

147.

Match the following

a)

W4

1.

New employee fills out before they start

b)

I - 9

2.

Verifies Identification

c)

1040

3.

The most basic tax form

d)

W2

4.

Employee get from employer by Jan 31st.

e)

1099

5.

The form you get from having a gig job.

148.

When Bryce attempted to borrow money at the bank, he learned that his credit score is low. Which best describes what this is likely to mean for Bryce?

a)

The interest rates on his loan will be lower, since his credit score is low.

b)

The purchase price of the item he needs the loan for will be higher due to his low credit score.

c)

The monthly loan payments will be lower due to his lower credit score.

d)

The interest rates on his loan will be higher, since his credit score is low.

149.

Which is not included in an individual’s credit report?

a)

Current and past addresses

b)

Account balances

c)

Bankruptcies and foreclosures

d)

Medical information

150.

Shonda’s mom recommends that she spend a year building her credit history and boosting her credit score before she applies for a loan to buy her dream car, which costs $54,000. Why is that good advice?

a)

A good credit score will reduce her down payment

b)

A good credit score will reduce her principal

c)

A good credit score will reduce her interest rate

d)

A good credit score will allow her to pay the full $54,000 in cash