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Worksheets

Module 2

Total questions: 12

Worksheet time: 9mins

Name
Class
Date
1.

If you make all of your homeowner's insurance premium payments and a tornado hits your home during a bad thunderstorm, what will you need to do next to repair the damage?

a)

pay the deductible

b)

take out a new insurance policy

c)

file a claim with your insurance company


2.

Who should be consulted to help with estate planning and writing wills?

a)

Real Estate Agent

b)

Banker

c)

Estate Lawyer

3.

What tool helps protect individuals from financially devastating events?

a)

Credit Card

b)

Insurance

c)

Certificate of Deposit

4.

What is the best reason to avoid using overdraft protection offered by a bank?

a)

There are high fees associated with the use of overdraft protection.

b)

Overdraft protection only covers savings accounts.

c)

Most banks don't offer overdraft protection.

5.

Yashiro has been hired by a local fast food restaurant. His new boss tells him to bring a voided check with him to sign paperwork so that he can be paid. What bank product will he be signing up for?

a)

Direct Deposit

b)

Credit Check

c)

Savings Account

6.

What is an advantage of taking a 30 year fixed mortgage compared to other options? 

a)

higher amount of principal paid each month

b)

less interest paid to the bank

c)

lower monthly payment

7.

Which of the following would you need if you decided to rent a place to live rather than purchase it?

a)

Renter's Insurance

b)

Mortgage

c)

Bank Loan

8.

What category would your electricity bill that varies each month fit in?

a)

Variable Expenses

b)

Assets

c)

Debt

d)

Fixed Expenses

9.

What is the recommended percentage of your monthly income that should be devoted to housing?

a)

30%

b)

40%

c)

50%

d)

10%

10.

Eric recently graduated from college and has a goal of owning his own home by the time he is 30 years old. What tool should he be using him to help him plan how to spend his money?

a)

Budget

b)

Credit Card

c)

Mutual Fund

11.

Money is withdrawn directly from a checking or savings account.

a)

Debit

b)

Credit

c)

Both

12.

Consumers can purchase items now and pay for them later.

a)

Debit

b)

Both

c)

Credit