Personal Values
What are things you can’t live without because you use them for school, personal care, or to stay alive?
Needs
What is the money one has saved, especially through a bank or investment plan. Money that is set aside?
Savings
What is the money you save to cover unexpected events like financial emergencies?
Emergency Savings
What is a security that represents the ownership of a fraction of the issuing corporation?
Stocks
What is an establishment for the custody, loan, exchange, or issue of money, for the extension of credit, and for facilitating the transmission of funds?
Bank
What are things that are nice to have but you don’t need?
Wants
What are savings goals that take a shorter time to achieve, usually just a few weeks or months?
Short-term goals
What is a basic type of financial product that allows you to deposit your money and typically earn a modest amount of interest?
Savings Account
What is a unit of ownership in the capital stock of a corporation?
Shares
What is a computerized electronic machine that performs basic banking functions (such as handling check deposits or issuing cash withdrawals)?
Automatic Teller Machine (ATM)
What is a plan for using your money over a set period of time. It helps you keep track of what you earn, spend, and save.
Budget
What are savings goals that take anywhere from a few months to a year to achieve?
Mid-term goals
What are any funds credited to a depositor's account by a bank?
Deposit
What is the distribution of a company’s earnings to its shareholders?
Dividends
What is a cooperative association that makes small loans to its members at low interest rates and offers other banking services?
Credit Union
The worth, importance, or usefulness of something. It can measure how much money an item is worth, the benefit gained from a service, or a deep personal belief that guides how you live
Value
What are savings goals usually take a year or more to achieve, sometimes many years?
Long-term goals
What is a charge for borrowed money generally a percentage of the amount borrowed?
Interest
What are the accounts that hold stocks, bonds, funds and other securities, as well as cash?
Investment Accounts
What is a traditional business serving customers in a building as contrasted to an online business?
Brick and Mortar
What is a choice about how to manage, spend, save, or invest money and financial resources. These choices affect the financial health and future stability of both individual people and large businesses?
Financial Decisions
What is something that costs you money when you’re not expecting it?
Financial Emergency
What investment is issued to raise funds for specific projects and in return, the bond issuer promises to pay back the investment with interest over a certain amount of time?
Bonds
What is an open-ended investment company that invests money of its shareholders in a usually diversified group of securities of other corporations?
Mutual Funds
What is a bank that allows people to conduct financial transactions via the internet?
Online Bank