FINANCIAL PLANNING

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5 points

WHEN IS THE TAX FILING DEADLINE

JUNE 15

WHENEVER YOU WANT TOO

APRIL 15

OCTOBER 15

5 points

PROTECTS THE FUNDS YOU HAVE ON DEPOSIT AT THE BANKS UP TO 250,000

5 points

A SYSTEMATIC PROCESS THAT CONSIDERS IMPORTANT ELEMENTS OF AN INDIVIDUAL'S FINANCIAL AFFAIR IN ORDER TO FULFILL FINANCIAL GOALS.

5 points

THREE TYPES OF FINANCIAL GOALS

SHORT TERM 1 YEAR OR LESS

LONG TERM 6+ YEARS

INTERMEDIATE 2-5 YEARS

5 points

THE IDEA THAT A DOLLAR TODAY IS WORTH MORE THAN A DOLLAR RECEIVED IN THE FUTURE

5 points

DEMOGRAPHICS
EDUCATION
WHERE YOU LIVE
YOUR CAREER

5 points

FINANCIAL GOALS SHOULD BE AS SPECIFIC AS POSSIBLE, REALISTIC, ATTAINABLE, BOUGHT INTO AND WITH TARGET DATES

True

False

5 points

DEFINE FINANCIAL GOALS
DEVELOP PLANS AND STRATEGIES TO ACHIEVE GOALS
IMPLEMENT PLANS AND STRATEGIES
DEVELOP AND IMPLEMENT BUDGETS TO MONITOR AND CONTROL
USE FINANCIAL STATEMENTS TO EVALUATE RESULTS
REDEFINE GOALS AND REVISE AS CIRCUMSTANCES CHANGE

5 points

ACT OF REDUCING TAXES IN WAYS THAT ARE LEGAL AND COMPATIBLE WITH THE INTENT OF CONGRESS

10.

5 points

AN ILLEGAL ACT OF FAILING TO ACCURATELY REPORT INCOME

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