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PFL-Eco #2 Test Review

Total questions: 32

Worksheet time: 16mins

Name
Class
Date
1.

Employee benefits packages: A. Are non-wage compensations provided to employees in addition to their normal wages/salary B. Should not be a consideration when looking for a job C. Should never include retirement plans D. Are the same regardless of the company you work for

a)

Are non-wage compensations provided to employees in addition to their normal wages/salary

b)

Should not be a consideration when looking for a job

c)

Should never include retirement plans

d)

Are the same regardless of the company you work for

2.

Kylee’s Personal Finance class has been discussing the importance of understanding liquidity and she is trying to explain the term to another student. Which statement is the most correct description of liquidity?

a)

How quickly and easily an asset can be converted into cash

b)

The amount of savings available

c)

A measurement of how much a person or household owns once all debts have been paid

d)

The amount of money needed to pay for the necessities and comforts currently enjoyed

3.

Which of the following is an effective strategy for personal saving? A. Wait until the end of the month and save whatever is left in your checking account. B. Take out a payday loan so you can save before you receive your paycheck. C. Cover all of your wants and needs and save whatever is left over. D. Save a certain percentage of each paycheck every month when you get paid before you spend any money.

a)

Wait until the end of the month and save whatever is left in your checking account.

b)

Take out a payday loan so you can save before you receive your paycheck.

c)

Cover all of your wants and needs and save whatever is left over.

d)

Save a certain percentage of each paycheck every month when you get paid before you spend any money.

4.

The purpose of loan products, like car loans and home loans, is to provide

a)

financing

b)

collateral

c)

income

d)

interest

5.

You are developing a savings plan and using short-, medium-, and long-term goals to motivate you. Which represents possible goals from short-term to long-term? Save for...

a)

A. A new cell phone, college tuition, a house down payment

b)

B. Retirement, a house down payment, college tuition

c)

C. A new cell phone, dinner with friends this weekend, a new bike

d)

D. Retirement, college tuition, a vacation

6.

To make sure he develops a realistic personal budget, Tyson should always

a)

consult with an accountant.

b)

try to pay his bills on time.

c)

verify his past credit history.

d)

track and record monthly expenses.

7.

You overhear your Aunt Tina tell your mom that she, her husband, and their kids are "living paycheck to paycheck." What does Aunt Tina mean by that?

a)

Aunt Tina and her family don't have any money saved, and their paychecks are just barely covering monthly expenses

b)

Aunt Tina gets a paycheck one month, and her husband gets a paycheck the next month; they alternate pay periods

c)

Aunt Tina and her family have high paying jobs and don’t worry much about money

d)

Aunt Tina only receives paper paychecks instead of direct deposit

8.

You are at the checkout counter at the local supermarket and use your debit card to pay for your groceries. Where does the money for this purchase come from?

a)

Your credit card company covers the cost

b)

It is deducted directly from your savings account

c)

Your credit card company provides you with a cash advance to cover the cost

d)

It is deducted directly from your checking account

9.

Which of these loans would be most closely associated with this payment schedule?

a)

Credit Card Payment

b)

Loan for Housing Mortgage

c)

Automobile Installment Loan

d)

Payday Loan

10.

FDIC Insurance is...

a)

Optional coverage consumers can purchase so that their bank deposits remain safe

b)

Insurance bank branches can buy to protect their business against fraud and scams

c)

Required if you want to do online or mobile banking

d)

Protection for bank customers’ deposits up to $250,000, guaranteeing their money is still available if the bank goes out of business

11.

Jorge needs a savings tool to help him manage his everyday purchases. The savings tool needs to be very liquid and accessible. Which of the following should Jorge choose?

a)

Certificate of deposit

b)

Checking account

c)

Bonds

d)

Mutual Funds

12.

The difference between the market value of a property (home current worth) and the principal owed on the mortgage.

a)

Principal

b)

Interest

c)

Renter's Insurance

d)

Equity

13.

Mark was recently accepted to Texas A&M University in Galveston. He is looking for an apartment on Galveston Island to temporarily live in while in school. Mark finds a great one bedroom apartment with a community pool. Which of these would have the greatest impact in protecting Mark’s property?

a)

Health insurance

b)

Mortgage insurance

c)

Life insurance

d)

Renter’s insurance

14.

Which is an advantage of owning a home over renting?

a)

it is your and you can make all decisions

b)

you build equity over time

c)

you can sell it later for a profit if it increases in value

d)

all of the above

15.

When you own a house in Texas, what type of tax do you pay on it?

a)

income tax

b)

property tax

c)

sales tax

d)

renters tax

16.

Which of these questions listed are expressed by someone looking to rent an apartment?

a)

How much is the security deposit?

b)

Are pets allowed?

c)

What is my monthly mortgage payment?

d)

What are the terms of the lease?

e)

Will I be required to purchase flood insurance?

17.

How is the amount written on a check?

a)

words only

b)

numbers only

c)

roman numerals

d)

words and numbers

18.

Amelia places $250 in a savings account that pays 1% interest compounded annually. Calculate how long it will take her money to double using the rule of 72.

a)

15 years

b)

36 years

c)

54 years

d)

72 years

19.

Calculate how long it will take his debt to double using the rule of 72.

a)

3 years

b)

5 years

c)

7 years

d)

9 years

20.

Which of the following is a good reason to have an emergency fund with 3-6 months income?

a)

Your income is fairly predictable.

b)

You have a large monthly car payment.

c)

You may not be able to find another job quickly if you lost yours.

d)

You have mostly discretionary expenses.

21.

The most common relationship between risk and return in investing can be stated as:

a)

higher risk indicates possibility for lower return.

b)

lower risk indicates possibility higher return.

c)

higher risk indicated the possibility for higher return.

22.

Which correctly describes the security level of savings tools?

a)

Savings tools are not secure because they have a high risk of losing money.

b)

Many savings tools are FDIC insured and backed by the U.S. government.

c)

Savings tools and investing tools are both secure because there is not risk involved with saving or investing.

d)

None of the above is true. It would be safer to keep the money at home in a shoe box.

23.

Choose the answer that will make the following statement true. An advantage of buying a car instead of leasing is . . .

a)

You can drive a higher-priced for less.

b)

New vehicle purchases come with a factory warranty, but warranties for leased vehicles typically cost extra.

c)

Vehicle purchased are owned once the loan term has ended.

d)

Limited mileage

24.

Choose the answer that will make the following statement true. A disadvantage of buying a car instead of leasing is . . .

a)

You can drive a higher-priced for less.

b)

Your monthly payment is higher when you purchase a car.

c)

Vehicle purchased are owned once the loan term has ended.

d)

Limited mileage

25.

107002312 is the?

a)

Routing Number

b)

Check Number

c)

House Number

d)

Check Amount

26.

Choose the answer that will make the following statement true. An advantage of leasing a car instead of buying is . . .

a)

You can drive a higher-priced for less money each month.

b)

New vehicle purchases come with a factory warranty, but you are responsible for all repairs when you lease.

c)

Vehicle purchased are owned once the loan term has ended.

d)

Limited mileage

27.

Which of the following describes the result of increasing the payback time of a loan, example 72 month loan vs. 84 month loan?

a)

A. The monthly payment increases and the total interest paid decreases.

b)

B. The monthly payment and the total interest paid decreases.

c)

C. The monthly payment and the total interest paid increases.

d)

D. The monthly payment decreases and the total interest paid increases.

28.

What is the safest way to pay for an item to avoid the possibility of debt?

a)

rent to own

b)

credit card

c)

rent to own

d)

cash

29.

One disadvantage of obtaining furniture or appliances from a Rent-to-Own store instead of purchasing it outright is that with a Rent-to-Own store, the consumer:

a)

pays much more for the furniture.

b)

must use a credit card to make the purchase.

c)

cannot take possession of the furniture until it is totally paid for.

d)

usually receives used furniture and not new items.

30.

Which of the following would be considered an asset?

a)

Credit Card Debt

b)

Car Loan

c)

Checking Account Balance

d)

Student Loan

31.

Which of the following would be considered a liability?

a)

Stock Owned

b)

Savings Account Balance

c)

Home Value

d)

Student Loan

32.

A disadvantage to credit customers of retailers’ (store) credit cards for example a Kohl's Card is

a)

high interest rates.

b)

store coupons.

c)

you often shop more frequently at the store.

d)

store profit increases.