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Cycle #3 - Financial Life Skills

Total questions: 21

Worksheet time: 22mins

Name
Class
Date
1.

Money that is backed by the government and is legal tender to spend is called what?

a)

Reserve Money

b)

Fiat Money

c)

Cyber Currency

d)

Bit Coin

2.

Banks give out loans to people. Where do banks get the money to loan to people?

a)

They print it from a machine.

b)

They lend out money from savings and checking accounts

c)

They don't loan money out, its all on a computer and not real

d)

They steal if from another bank and give it out.

3.

Organize these options into the right categories (financial Institutions)

Categorize the following

Offer lowest interest rate to their members

They will help you, but they want profits.

Insured by the FDIC

Insured by the NCUA

Loan for your paycheck

Debt Trap

Use Collateral to get a loan.

Commercial Bank
Credit Union
Payday Loan Company
Title Pawn Lender
4.

Banks are _____________ businesses that offer a variety of services to the public

a)

For profit

b)

Non profit

c)

Public

d)

Private

5.

Organize these options into the right categories

Categorize the following

Least Risky Investment

This is a need you must have one.

Easy access with a Debit Card

Medium Risk

One from an employer is called 401K

Roth and Traditional are two types

Interest earned on deposits

FDIC insured up to a certain limit

Can't withdraw until 59 1/2 years old

Medium - High Risk Investment

A company takes your investment and spreads it over low risk stocks

High Risk

Purchase = part ownership in a company.

High Risk - High Reward

Savings and Checking accounts
Retirement Account
Mutual Funds
Stocks
6.

The 50-30-20 rule. 50% of your income should be spend on your ​ (a)   , 30% of your income should be spend on ​ (b)   spending and 20% should be spend on ​ (c)  

Choose from the below words
expenses
flexible
investments
Risk
Revenue
7.

Match the following with the different ways to pay for goods and services.

a)

Cash

1.

Bills, Coins, universally accepted.

b)

Check

2.

Best way to send money in the mail.

c)

Debit Card

3.

quickly deducted from bank account

d)

Credit Card

4.

Safe, but the banks money

e)

Phone App

5.

Safe, quick, but need a charger

8.

Match the following income types

a)

Hourly Wages

1.

Paid for each hour of work you complete

b)

Tips

2.

Extra money given as reward for service

c)

Salary

3.

Guaranteed money for a job - not hours

d)

Capital Gain

4.

profit made from the sale of a good

e)

Contractor

5.

Sign a contract for a specific job

9.

Which answer below is NOT one of the 3 C's of Credit Worthiness?

a)

Collateral

b)

Capacity

c)

Certificate of Deposit

d)

Character

10.

Detailed summary of your entire credit history. Includes where you lived, where you worked, and every loan you have ever received.

a)

Credit Worthiness

b)

Credit Report

c)

Credit Score

d)

Credit Karma

11.

Your credit score is a numeric score of your credit worthiness. It consists of Credit History which is ​ (a)   , your Amount of Debt you owe which is ​ (b)   , your credit history which is ​ (c)   the amount of ​ (d)   credit you have recently received which is 10% and the types of credit you have which is also ​ (e)  

Choose from the below words
35%
30%
15%
New
10%
12.

How many credit agencies are there that track your credit? Its a number 1 to 9

(a)  

13.

Which answer below is NOT a credit agency that tracks your credit score and rating?

a)

Experian

b)

Trans Union

c)

Equifax

d)

Credit Karma

14.

There are two types of credit you can apply for: ​ (a)   credit is when you pay a ​ (b)   payment each month and eventually the balance is paid off. ​ (c)   credit is like a credit card, you just pay a​ (d)   payment each month and is super difficult to pay this off.

Choose from the below words
Installment
set
Revolving
minimum
15.

What is a 'Credit Score'?

a)

The maximum amount of credit a borrower can use

b)

A yearly charge for credit card usage

c)

A measurement of someone's creditworthiness

d)

An initial cash payment for a large purchase

16.

The highest FICO score possible is:

a)

1600

b)

1000

c)

850

d)

700

17.

Imagine you have a habit of paying your electricity and credit card bills on time every month. What impact does this have on your financial profile?

a)

It decreases your credit score

b)

It has no impact on your credit score

c)

It significantly improves your credit score

d)

It only affects your credit score if you are paying credit card bills

18.

What is the purpose of a credit score?

a)

Measure of income

b)

Indicator of spending habits

c)

Assess crefitworthiness

d)

Determine investment potential

19.

When reviewing your pay stub from your jobs pay check, what percentage of your check should deduct social security payments?

a)

6.2%

b)

2.9%

c)

0$

d)

25%

20.

Your pay before taxes and other deductions are removed is called (a)   pay

21.

Which answer below is NOT a standard deduction from your paycheck?

a)

Federal Income Tax

b)

State Income Tax

c)

Social Security

d)

Medicare

e)

Health Insurance