Filing Taxes
The deadline for filing taxes
What is April 15th?
These types of banks serve specific communities or regions.
What is community banks?
This is a retirement savings and investment plan offered by employers.
What are 401k's or IRA's?
These are monthly fees that give you access to health insurance.
What are premiums?
These are regular, recurring costs that come up from month to month that are usually necessary for monthly living.
What are fixed expenses?
The purpose of a social security number.
What is taxes?
This is a type of account that is used for day to day financial transactions.
What is checking account?
This type of investment combines money from many investors and invests it in a wide range of stocks, bonds, or both
What is mutual funds?
These are fixed amounts to be paid for specialized services.
What are co-pays?
These are non essential expenses that are entirely optional, based on wants.
What are discretionary expenses?
The location of tax forms needed to file your income taxes.
What is IRS website?
This is the 3-digit number on the back of of a debit card used to verify that the card is in your possession.
What is CVV (Card Verification Value)?
This is a type of currency that uses digital files as money.
What are cryptocurrencies?
This is the person or people covered by the insurance policy.
What are the insured?
When an emergency comes up, these are the first types of expenses to cut.
What is discretionary spending?
The name of the form that an employer provides to an employee for tax purposes.
What is a W-2?
This is a check issued by a bank or other financial institution on behalf of a customer, considered a guaranteed form of payment.
What is cashier's check?
This is what the term "CD" stands for.
What is certificate of deposit?
This is a formal request from the policy holder to their insurance company asking for payment for something that insurance covers.
What is a claim?
True or false: About 20% of your budget should go towards housing.
True
The form that you fill out using your W-2.
What is form 1040?
These are the ways that banks make money.
What is charging interest and fees?
These are periodic payments made by corporations to their shareholders.
What are dividends?
This refers to the amount of protection and benefits provided by the insurance policy.
What is coverage?
This is a budgeting app that can be used to track finances online.
What is YNAB, Mint, or EveryDollar?