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Worksheets

Personal Finance and Insurance Concepts

Total questions: 23

Worksheet time: 16mins

Name
Class
Date
1.

If you only have $50, which is the best choice?

a)

Pay your phone bill

b)

Buy a concert ticket

c)

Buy designer sneakers

d)

Go out to eat

2.

Which of these is an example of a fixed expense?

a)

Rent

b)

Concert ticket

c)

Snacks

d)

New clothes

3.

Why is making a budget important?

a)

It helps you plan your spending

b)

It helps you make more money instantly

c)

It allows you to only buy wants

d)

It gets rid of taxes

4.

10. The tax that pays for healthcare for older adults is:

a)

Medicare tax

b)

Social Security tax

c)

Property tax

d)

Sales tax

5.

Which tax pays for retirement and disability benefits?

a)

Social Security

b)

Medicare

c)

State tax

d)

Federal tax

6.

A disadvantage of relying only on SSI benefits is:

a)

Limited income

b)

Unlimited spending money

c)

Always includes free housing

d)

Guaranteed retirement savings

7.

The benefit of having health insurance is:

a)

It helps cover medical expenses.

b)

It guarantees free gym memberships.

c)

It eliminates the need for regular check-ups.

d)

It prevents all illnesses.

8.

What is one of the main benefits of health insurance?

a)

It pays for all entertainment expenses

b)

It helps cover medical costs

c)

It makes you earn more money per hour

d)

It removes the need to pay taxes

9.

Full-time jobs are usually 35–40 hours per week.

a)

True

b)

False

10.

Part-time jobs often offer fewer benefits than full-time jobs.

a)

True

b)

False

11.

What is one advantage of having a full-time job?

a)

More paid benefits

b)

Fewer work hours

c)

No taxes deducted

d)

Unpredictable schedule

12.

Which tax is used to help fund benefits for people with disabilities?

a)

Income tax

b)

Property tax

c)

Sales tax

d)

Social Security tax

13.

Which of the following is considered a benefit often provided by full-time employment?

a)

Unlimited overtime pay

b)

Free concert tickets

c)

Paid vacation days

d)

No work responsibilities

14.

Which tax is specifically used to help pay for healthcare for people age 65 and older?

a)

Sales tax

b)

Medicare tax

c)

Property tax

d)

Income tax

15.

Which of the following is a common benefit provided by employers to full-time employees?

a)

Lottery tickets

b)

Unlimited vacation

c)

Free groceries

d)

Health insurance

16.

What is the main purpose of creating a personal budget?

a)

To manage income and expenses

b)

To avoid paying bills

c)

To increase taxes

d)

To spend more on wants

17.

Which tax is deducted from your paycheck to help fund retirement income for workers?

a)

Excise tax

b)

Social Security tax

c)

Sales tax

d)

Property tax

18.

Which of the following is typically deducted from your paycheck to help fund healthcare for older adults?

a)

Property tax

b)

Excise tax

c)

Sales tax

d)

Medicare tax

19.

What is a common financial benefit of working a full-time job?

a)

Lottery winnings

b)

No work hours required

c)

Free groceries every week

d)

Paid sick leave

20.

Which of these is an example of a variable expense?

a)

Electricity bill

b)

Monthly rent

c)

Health insurance premium

d)

Car payment

21.

Which benefit is commonly offered to employees working full-time?

a)

Paid health insurance

b)

Free movie tickets

c)

Unlimited vacation days

d)

No taxes deducted

22.

What is a primary reason for having Social Security tax deducted from your paycheck?

a)

To fund public schools

b)

To provide retirement and disability benefits

c)

To cover grocery expenses

d)

To pay for road repairs

23.

Which of the following is an example of a variable expense?

a)

Monthly rent

b)

Car payment

c)

Grocery bill

d)

Health insurance premium