14
14
15
15
either
100
A person or institution named to manage an estate on behalf of the beneficiaries.
What is a trustee
100
What is a living will?
What is a statement of instructions you wish to be followed if you become unable to make decisions on your own behalf.
100
figured on the amount you deposit
What is simple interest??
100
Cards used to pay for goods and services...?
What is Debit Cards
100
Attorneys
Who represents indivduals and businesses in legal and business matter
200
Life Cycle
What is stages pass through as life unfolds from birth to old age
200
A legal agreement where assets and property are managed by a trustee on behalf of the beneficiaries.
What is a trust
200
A joint account is...?
What is an account you share with someone.
200
its the money isn't taxed until withdrawn from the account.
What is tax deferred??
200
Federal Deposit Insurance Corporation
What does FDIC stand for?
300
Availability of your funds on short notice?
Liquidity
300
A major problem that will have an impact on the future of the family and its lifestyle?
Family Crisis
300
What allows you to access your account using an automated teller machine?
ATM
300
A non profit financial institution owned by and operated for the benefit of its members.
What is a credit union
300
A service in which you handle transactions with your financial institution over the telephone is called?
What is a pay-by-phone transfer?
400
A statement of instructions you wish to be followed if you become unable to make deciions on your own behalf is called?
What is a Living will?
400
EFT stand for
What is Electronic Funds Transfer
400
A savings account in which employed people can make annual contributions up to a set amount?
What is IRA (Individual Retirement Account)?
400
What includes active management of your property and assests with a plan for their distribution of your death?
Estate Planning
400
Commerical Bank
What is owned by stockholders and operated for profit
500
Sign your name on the back of the check
What does it mean to endorse a check?
500
A plan to take you from where you are to where you want to be is called?
What is Financial planning
500
Mid to late fifties on into retirement tend to be what?
What is years to adjusting to new events
500
The stage when children begin to leave home for college and hobs to get homes of there own is what?
What is Launching stage
500
aging stage
What is formal retirement?
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