Personal Financial Planning Quiz 2 (20 MCQs)

Quiz Instructions

Select an option to see the correct answer instantly.

1. You owe more than you own.
2. John earns $ 3000 monthly income and he decides to set aside 10 percent as savings. In his savings, John wants to reserve 20 percent in his emergency fund. What amount would John accumulate in his emergency fund annually?
3. You should save at least ..... percent of your income.
4. Which type of insurance did not mention in this workshop?
5. Major purchases that require time, planning and extensive saving. Usually takes more than 5 years to achieve.
6. A task that a person or a machine performs in exchange for something else.
7. Which of the following is not one of the closing costs in purchasing a home?
8. Money left over after taxes and other deductions
9. Which payment frequency, all else being equal, will generally save you the most interest over the life of your mortgage?
10. Something that you would like to accomplish
11. Put aside at least ..... % of your income for your savings
12. The total value of a person's financial assets minus their obligations (liabilities).
13. Elijah budgeted $ 100 a month for entertainment, but this month he only spent $ 75. This is considered a .....
14. Long-term investment is better than short-term investment because
15. The total earnings paid to an employee after payroll taxes and other deductions. Also known as take-home pay.
16. Spending, saving, and investing to have the kind of life that you want and financial security can be achieved by
17. Which of the following is not an example of a personal financial statement
18. Items with special qualities that make them more expensive than alternative products
19. Arrange the following investment from the most risky to the least risky:(1) Saving deposits (2) Stocks (3) Term deposit (4) Bonds
20. Spending money, time or items toward future benefits for making more money is called