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Final Exam Review

Total questions: 27

Worksheet time: 1hrs 21mins

Name
Class
Date
1.

What makes a clearly written goal?

a)

Specific and measurable

b)

Vague and general

c)

Long and detailed

d)

Ambiguous and unclear

2.

Why should you make a decision making grid?

a)

To organize and compare different options

b)

To make decisions randomly

c)

To avoid making decisions

d)

To delay decision making

3.

What is the name of the plan that parents can start for the child's education?

a)

529 Plan

b)

401(k) Plan

c)

Roth IRA

d)

Health Savings Account

4.

What is the difference between Sticker Price and Net Price?

4 lines
5.

What is FAFSA?

a)

Free Application for Federal Student Aid

b)

Federal Application for Student Assistance

c)

Financial Aid for Students and Families

d)

Federal Aid for Student Applications

6.

FAFSA is used for:

a)

Applying for federal student aid

b)

Registering for college courses

c)

Paying tuition fees directly

d)

Applying for student loans only

7.

What is the difference between a Student Loan and a Scholarship/Grant?

a)

A Student Loan needs to be repaid, while a Scholarship/Grant does not.

b)

A Scholarship/Grant needs to be repaid, while a Student Loan does not.

c)

Both need to be repaid.

d)

Neither needs to be repaid.

8.

A budget helps you prioritize your spending and saving by:

a)

Allowing you to track your expenses

b)

Helping you save for future goals

c)

Ensuring you do not overspend

d)

All of the above

9.

What is the difference between fixed expenses and variable expenses?

a)

Fixed expenses remain constant, while variable expenses fluctuate.

b)

Fixed expenses fluctuate, while variable expenses remain constant.

c)

Both fixed and variable expenses remain constant.

d)

Both fixed and variable expenses fluctuate.

10.

What is the difference between net pay and gross pay?

4 lines
11.

Which of the following is an example of a mandatory tax deduction?

a)

Health insurance premiums

b)

Charitable donations

c)

Social Security tax

d)

Mortgage interest

12.

What is a 1040 Form and when is it completed?

a)

A 1040 Form is a tax form used for individual income tax returns in the United States, completed annually.

b)

A 1040 Form is a document for reporting business expenses, completed quarterly.

c)

A 1040 Form is a form for reporting charitable donations, completed monthly.

d)

A 1040 Form is a form for reporting employee benefits, completed bi-annually.

13.

What is a W-4 Form used for?

a)

To report income to the IRS

b)

To claim tax exemptions

c)

To determine tax withholding

d)

To file annual tax returns

14.

What is a W-4 Form and when do you receive it?

4 lines
15.

What is a W-2 Form and when do you receive it?

4 lines
16.

Overdrafting or overdrawing is:

a)

Withdrawing more money than is available in the account

b)

Depositing money into an account

c)

Transferring money between accounts

d)

Checking the account balance

17.

What is the cost of a loan?

a)

The interest rate

b)

The principal amount

c)

The total repayment amount

d)

The monthly installment

18.

The money from debit card payment comes from:

a)

A bank account

b)

A credit line

c)

A loan

d)

A gift card

19.

What are the three types of credit?

a)

Revolving, Installment, Open

b)

Secured, Unsecured, Revolving

c)

Personal, Business, Mortgage

d)

Fixed, Variable, Adjustable

20.

What is included in your credit score?

a)

Payment history

b)

Credit utilization

c)

Length of credit history

d)

All of the above

21.

Who uses your credit score?

a)

Banks and lenders

b)

Employers

c)

Landlords

d)

All of the above

22.

How can you keep good credit/improve your credit score?

a)

Pay your bills on time

b)

Max out your credit cards

c)

Ignore your credit report

d)

Close old credit accounts

23.

How can you reduce the cost of insurance premiums?

a)

By increasing the deductible

b)

By decreasing the deductible

c)

By adding more coverage

d)

By not having any insurance

24.

Liability coverage is:

a)

Insurance that provides protection against claims resulting from injuries and damage to people and/or property

b)

A type of health insurance

c)

Coverage for personal belongings

d)

A savings plan for retirement

25.

What is disability insurance?

a)

A type of insurance that provides income in the event a worker is unable to perform their work due to a disability

b)

A type of insurance that covers medical expenses

c)

A type of insurance that covers property damage

d)

A type of insurance that provides life coverage

26.

The Truth in Lending Act requires lenders to disclose:

a)

The annual percentage rate (APR)

b)

The total amount financed

c)

The total cost of the loan

d)

All of the above

27.

What is identity theft and why should you be concerned?

4 lines