Something that a person must have. Something that is needed in order to live or succeed or be happy
What is a need
100
Money that is used to set aside funds to be used in an emergency, such as the loss of a job, an illness or a major expense.
What is emergency fund
100
The first thing you do when meeting a new client.
What is a professional greeting
100
The state we are visiting for our WOW!
What is New Jersey
100
A series of steps designed to accomplish a financial goal
What is financial plan
200
Money You Owe to Someone or Something Else - Examples: Loan, Bills, Credit Card, Mortgage, Lease
What is debt
200
A financial instrument that is purchased and has risk - Stocks, Bonds, Money Markets, Mutual Funds, Real Estate.
What is an investment
200
The reason a client would meet with a financial advisor.
What is for financial advice.
200
The investment company Ms. Cat, Mr. Bill, and Ms. Rajitha work for.
What is Fidelity.
200
How an investor choose to reach their financial goals
What is an investment strategy
300
Is not a need or required to be able to live.
What is a want
300
Money set aside to be used for something special, such as a vacation, or expense item.
What is a dream fund
300
"What are your financial goals?" says
What is a financial advisor
300
What students will be using to present their work.
What is a trifold.
300
An investment that after purchased, means you own a share or shares Company. Price goes up and down on Stock Exchanges
What is a stock
400
A cost that does not change
What is fixed expenses
400
money set aside to be used after you no longer work.
What is a retirement fund
400
"My Income is $90,000 a year." says
What is a client.
400
How students should be dressed during the WOW!
What is dressed professionally. No sneakers, jeans, or t-shirts.
400
An investment that is like loans, or IOUs, but you serve as the bank. You loan your money to a company, a city, the government – and they promise to pay you back in full, with regular interest payments.
What is a bond
500
A cost that changes depending on your consumption of a good or service
What is variable expense
500
What you want to accomplish with your money in the future (through saving & investing)
What is financial goal
500
"Can you create a budget for me?" says
What is a client.
500
Who we will be meeting and talking with during our WOW!
What is the employees of Fidelity.
500
Money you can earn on investment or money you have to pay on a debt.