Planning For The Future (Quiz)

What Are Examples Of Annuities?

• A long-term retirement savings product

• Mutual funds, savings accounts, CD’s

• Monthly mortgage payments, Monthly insurance payments, Pension payments

Why Is Diversification Important?

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What Is The First Step To Investing?

• Design Investment

• Plan Strategically

• Evaluate & Capitalize

• Implement & Monitor

What Is The Difference Between Present Value & Future Value?

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The process of determining how your wealth will be allocated on or before your death is known as…

What Is The Most Critical Part Of Your Estate Planning?

• Your Will

• Trusts

• Estate Taxes

• Your Assets

How Will Investing Help You Later With Retirement?

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Compounding Is The Earning Of Interest On The Principal & The Earned Interest Of The Past

• True

• False

What Is The Time Value Of Money?

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OFF