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Quiz Questions for Session 2:
Basics of Financial Planning

Question 1:

Why are setting goals important?

A) To determine if you saved enough money
B) To determine if you put enough money towards retirement
C) To make sure you have money for important future events
D) All of the above

Question 2:

What five areas are covered by the financial planning process?

A) Education Strategies, Tax Evasion, Estate Planning, Retirement, and Investments
B) Estate Planning, Risk Management (Insurance), Tax Planning, Retirement, and Investments
C) Tax Planning, Health Insurance, Investments, Real Estate, and Estate Planning
D) Long-term Care, Education Strategies, Tax Planning, Retirement, and Real Estate

Question 3:

What is a debit card?

A) Same as a credit card
B) Takes money from your checking account
C) Source of money to buy a house
D) All of the above
E) None of the above

 

 

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