Personal Finance Building your Future By Robert Walker – Test Bank

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Description Personal Finance Building your Future By Robert Walker – Test Bank Sample Questions Instant Download With Answers Chapter 3 Financial Instruments and Institutions 1) All 50 states and the District of Columbia sponsor at least one type of this savings, which is when funds are set aside to go toward post-secondary education expenses. 1. 2. 3. 4.

A) Certificate of deposit B) 529 plan C) Savings bonds D) 401(k) plan

2) Accounts that are opened in the dependent life stage include 1. 2. 3. 4.

A) savings. B) college savings. C) IRA. D) both savings and college savings accounts.

3) What is a savings account designed for? 1. 2. 3. 4.

A) Spending money B) Counting money C) Saving money D) Investing money

4) With a credit union account you earn 1. 2. 3. 4.

A) interest. B) dividends. C) capital gains. D) equity income.

5) When opening a savings account it is important to consider


1. 2. 3. 4.

A) APY. B) minimum balance. C) fees. D) all of the options are correct.

6) A prepaid tuition plan does not include 1. A) locking into prices at eligible and public and private colleges and universities. 2. B) state plans guaranteed or backed by the state. 3. C) age/grade limits for the beneficiary. 4. D) open enrollment all year. 7) If you expect your income taxes to be higher when you retire and you are saving for retirement, you should invest in 1. 2. 3. 4.

A) traditional IRA. B) roth IRA. C) certificate of deposit. D) gold.

8) Tristan is a freshman in high school in a very low tax bracket and is looking for a way to save money for retirement (yes… It is never too early to start!). What strategy would be best for him to use? 1. 2. 3. 4.

A) 529 plan B) CD C) Roth IRA D) 401(k)

9) What plan is also known as a qualified tuition plan? 1. 2. 3. 4.

A) Qualified college savings plan B) Savings plan C) 529 plan D) College qualification plan

10) A 529 plan is 1. 2. 3. 4.

A) funds set aside to go toward post-secondary education expenses. B) an account which allows the holder to write checks against deposited funds. C) funds set aside to be withdrawn after age 59.5 without penalty. D) a plan where taxes are not paid on the money or interest earned until the year it is withdrawn.


11) You can use the money in a 529 plan for all except 1. A) tuition. 2. B) transportation to and from college. 3. C) room and board. 4. D) books and mandatory fees.

12) Which best defines a 529 plan? 1. 2.

A) An account that is designed to help finance future college expenses. B) A time deposit account where the depositor agrees on a time period and sum of money. 3. C) An account that allows the holder to write checks against funds deposited in the account. 4. D) Funds set aside to be withdrawn after the age of 59.5 without penalty. 13) A ________ is an account designed to encourage saving for future college expenses and is legally known as a “qualified tuition plan.” 1. 2. 3. 4.

A) CD B) 529 plan C) roth IRA D) checking account

14) A 529 plan is used to save for 1. 2. 3. 4.

A) a car. B) retirement. C) a house. D) college.

15) In what life stage should you start an IRA? 1. 2. 3. 4.

A) Dependent life stage B) Independent life stage C) Early family life stage D) Empty nest life stage

16) What are 529 plans? 1. 2. 3. 4.

A) Qualified tuition plans B) Prepaid tuition plans C) College savings plans D) Both prepaid tuition plans and college savings plans


17) Which of the following does a person not normally have in his or her dependent life stage? 1. A) 529 college savings plans 2. B) Savings account 3. C) Checking account 4. D) Certificates of deposit

18) Which of the following are reasons for putting money into a CD (certificate of deposit)? 1.

A) To earn a higher rate of interest on your savings than would typically be earned if savings were placed in one’s checking account or standard savings account 2. B) To establish a solid savings foundation if you are not going to use the money for a longer period of time 3. C) To have a safe place to store savings while still being able to make frequent withdrawals from the account penalty-free 4. D) Both to earn more interest and to put money you don’t plan to use in the short-term to work 19) In which life stage do you usually get a 529 plan? 1. 2. 3. 4.

A) Independent B) Empty nest C) Dependent D) Adolescent

20) Which of the following is not included in the dependent life stage? 1. A) Certificate of deposit 2. B) College savings plan 3. C) Student loans 4. D) Savings account

21) In banking terminology, CD stands for 1. 2. 3. 4.

A) compact disk. B) cash on deliver. C) cash deposit. D) certificate of deposit.

22) Certificates of deposit


1. 2. 3. 4.

A) have a minimum opening balance. B) have a substantial penalty for early withdrawal. C) have a fixed maturity date. D) all of the options are correct.

23) Debit cards 1.

A) limit fraudulent charges on your card regardless of how quickly you report the charge. 2. B) build a solid savings foundation. 3. C) prevent fraudsters from draining your bank account if lost. 4. D) should be reported lost or stolen within 48 hours to limit your liability.

24) In the independent life stage, you should open the following account(s): 1. 2. 3. 4.

A) IRA. B) checking account. C) overdraft protection. D) all of the options are correct.

25) Internet banking allows you to 1. A) check the balances in your accounts. 2. B) deposit checks. 3. C) deposit cash. 4. D) all of the options are correct. 26) Electronic bill paying allows you to 1. 2. 3. 4.

A) check the balances in your accounts. B) deposit checks. C) pay your bills online. D) all of the options are correct.

27) With most auto loans, what is used as collateral? 1. 2. 3. 4.

A) Certificate of deposit B) Stock C) The purchased auto D) No collateral is needed because of your outstanding credit.

28) The difference between a Roth IRA and a traditional IRA is 1. 2.

A) aroth IRA contribution is made after you pay tax on the money you deposit. B) a traditional IRA contribution is made after you pay tax on the money you deposit.


3. 4.

C) roth IRA contributions are made with pretax money. D) with a traditional IRA, you never have to pay tax.

29) ________ are similar to 401(k) plans as they are both funded with pretax earnings. 1. 2. 3. 4.

A) Roth IRAs B) Traditional IRAs C) Certificates of deposit D) Mutual funds

30) Home equity loans use ________ as collateral to secure the loan. 1. 2. 3. 4.

A) an automobile B) a certificate of deposit C) the value of your 401(k) D) your home

31) Of the following statements, which one accurately describes what investments are? 1. 2. 3. 4.

A) A foundation for your savings B) Savings vehicles that provide the same return as certificates of deposit C) Savings vehicles with no risk D) A way to have your money grow faster than inflation

32) A reverse mortgage 1. 2. 3. 4.

A) allows you to live in your house and have access to the equity. B) is a fixed rate mortgage. C) is only available to those 62 years of age and older. D) allows you to live in your house and have access to equity and is available to those 62 years and older. 33) A negotiable instrument has to include all of the following except 1. A) specific amount of money. 2. B) payable to someone or some company. 3. C) bank’s address. 4. D) the date.

34) A checking account at a commercial bank is called a 1. 2. 3. 4.

A) share draft account. B) negotiable instrument. C) financial intermediary. D) demand deposit account.


35) You should do all of the following to prevent written checks from being altered except 1. A) count the number of checks you wrote this month. 2. B) put a $ sign in front of the amount in the currency box. 3. C) make a note in the memo line for your own reference. 4. D) start your written amount on the far left.

36) Checking account overdraft protection A)saves you money in overdraft fees. 1. 2. 3.

B) saves your reputation. C) saves you time. D) all of the options are correct.

37) Which is not a requirement for a negotiable instrument? 1. A) Date 2. B) Payable for a specific amount of money 3. C) Contains personal information (address, phone number, full name, etc.) 4. D) Signature by person who owns the account

38) What is a debit card? 1. 2.

A) A card that carries a credit card logo and is tied to a checking account B) A card known as a bank card or a cash card that does not include a credit card logo 3. C) A card that has a minimum line of credit 4. D) A loan card provided by a bank after being approved by a loan officer

39) At a commercial bank, a checking account is referred to as 1. A) a demand deposit account. 2. B) a share draft account. 3. C) negotiable. 4. D) a debit account. 40) Why should you look at your checking account statements? 1. 2. 3. 4.

A) Because your parents taught you to do so B) To look for possible bank errors C) To look for possible fraud D) To look for errors AND to look for fraud

41) What is a credit union?


1.

A) A not-for-profit depository institution that serves members who have a common affiliation 2. B) A financial institution that accepts deposits and uses the funds to provide private business and personal loans 3. C) A group of workers who pay union dues for credit 4. D) A place where it snows

42) Where is a checking account referred to as a “share draft account”? 1. 2. 3. 4.

A) Commercial bank B) Credit union C) Any bank D) With your spouse

43) What are the types of checking accounts? 1. 2. 3. 4.

A) Basic checking and free checking B) New construction draw accounts C) Interest-bearing checking D) Basic, free, AND interest-bearing

44) Why is it good to balance your checking account? 1. 2. 3. 4.

A) To check for evidence of identity theft B) To avoid over-drafting your account C) To get better at math D) To check for evidence of identity theft AND to make sure you don’t overdraw your account

45) Which of the following is known as a negotiable instrument? 1. 2. 3. 4.

A) Checks B) Cash C) Credit card D) Debit card

46) Which is not a benefit of overdraft protection? 1. A) Saves you money in overdraft fees 2. B) Saves your reputation 3. C) Saves you time 4. D) Allows you to not have to balance your checking account


47) Which of the following statements is true regarding interest-bearing checking accounts? 1. 2.

A) There are no penalties for overdrawing your account. B) To have interest paid on your balance, oftentimes you must meet certain requirements, such as maintaining a high minimum balance, having your paycheck directly deposited into your account, and using your debit card as a credit card a minimum number of times per month. 3. C) There is no monthly service charge or per-item fee regardless of your balance. 4. D) You are limited to the number of checks or ATM transactions per month.

48) Reconciling a checking account is 1. 2. 3.

A) not necessary because the bank never makes a mistake. B) complicated and difficult to do. C) not necessary because you can check your balance online and on ATM receipts. 4. D) something that everyone should do.

49) To choose the right type of financial instrument, which of the following should you consider? 1. 2. 3. 4.

A) Fees B) Locations and hours C) Interest rates D) All of the options are correct.

50) Anna recently opened a savings account and made three deposits in the amounts of $100,000, $65,000, and $200,000. If the Great Depression was to occur again and the bank closed, how much money would Anna be insured for? 1. 2. 3. 4.

A) $365,000 B) $200,000 C) $250,000 D) $100,000

51) Which of the following is a difference between commercial banks and credit unions? 1. 2. 3. 4.

A) Commercial banks issue loans while credit unions do not. B) You must have a credit card to be part of a credit union. C) Commercial banks have stockholders and credit unions do not. D) Commercial banks are for people with a common bond.


52) ________ were established for people who have a common bond. 1. A) Commercial bonds 2. B) Credit bureaus 3. C) Stockholders 4. D) Credit unions 53) Which of the following financial institutions qualify as a financial intermediary? 1. 2. 3. 4.

A) A commercial bank B) A credit union C) A savings institution D) All of the options are correct.

54) Which financial institution would be the best fit for a college-aged student who needs a checking account? 1. 2. 3. 4.

A) Commercial bank B) Credit union C) Savings institution D) All of the options are correct.

55) What is the advantage of a credit union which allows them to pay you a higher return on deposits ? 1. 2. 3. 4.

A) Being a not-for-profit business B) Having many locations C) Having many ATMs D) Having high-end technology

56) What are financial intermediaries? 1. 2. 3. 4.

A) They accept money for deposits and then lend the money for a profit. B) They provide a place to discuss money. C) They provide a place to think about and consider investments. D) Wall Street firms

57) The FDIC for banks and NCUSIF for credit unions insure savings accounts up to what amount? 1. 2. 3. 4.

A) $50,000 B) $100,000 C) $200,000 D) $250,000


58) Which criteria would you not use in selecting an institution to bank with? 1. A) Products and services 2. B) Square footage of branch location 3. C) Convenience 4. D) Costs

59) If a credit union goes bankrupt, who or what insures that the account will get its money back up to $250,000? 1. A) FDIC 2. B) NCUA 3. C) NCUSIF 4. D) FSLIC 60) Which is not one of the three major consumer financial institutions? 1. A) Insurance companies 2. B) Commercial banks 3. C) Credit unions 4. D) Savings institutions

61) Elena is a college freshman and needs a checking account. What type of financial institution should she choose? 1. 2. 3. 4.

A) Credit union B) Commercial bank C) Savings institution D) IRS

62) When choosing a financial institution, it is important to consider all of the following except 1. A) fees and interest rates. 2. B) locations and hours. 3. C) accounts offered. 4. D) all of the options are correct.

63) Overdraft fees ________. 1. 2. 3. 4.

A) do not amount to much money B) cover only the cost to process an overdrawn check C) are punitive to keep people from overdrawing their account D) are regulated by the government


64) Savings accounts are limited by the number of third-party withdrawals.

65) You can use 529 plans to pay for transportation to and from college.

66) You must be a resident of the state in which you open a college savings plan.

67) A negotiable instrument is an agreement that must be dated, payable for a specific amount of money, signed by the person who owns the account, and payable to someone or some company.

68) Banks are required by law to send you a statement regarding your checking account.

69) “Free” checking accounts are always free, with no fees or service charges.

70) Financial intermediaries accept money for deposits and then lend out the money to make a profit. 71) An example of proper planning is to link your checking account to either your savings account or to a credit card at the same financial institution to prevent costly overdraft fees in the event you inadvertently write a check for more than is in your account.

72) With a reverse mortgage, upon the death of the last surviving homeowner, if there is negative equity in the home, the survivors will owe money to the bank.

73) There are three major types of consumer financial institutions: commercial banks, credit unions, and savings institutions.

74) Credit unions are owned by members who make deposits.


Personal Finance, 2e (Walker) Chapter 5 Consumer Credit: Credit Cards and Student Loans 1) Which two Cs are the most important in the 5 Cs of credit? 1. 2. 3. 4.

A) Capital and collateral B) Character and capacity C) Capital and conditions D) Character and conditions

2) Which is true when trying to get a loan? 1. 2. 3. 4.

A) The higher the risk, the lower the rate B) The higher the risk, the higher the rate C) The lower the risk, the higher the rate D) The risk and rate are unrelated.

3) What term best describes an unsecured loan where a guarantee of payment is based on your word? 1. 2. 3. 4.

A) Signature loan B) Verbal loan C) Margin loan D) Credit loan

4) Which of the following are true regarding secured credit cards? 1.

A) A secured credit card requires a security deposit equalling the credit limit of the card 2. B) If payments are not received, the credit card company can receive its money by cashing in the security deposit 3. C) Secured credit cards are ideal for those who are starting to build credit or who are trying to rebuild their credit history 4. D) All of the options are correct.

5) If you buy a car with a secured credit loan, what will be the collateral? 1. 2. 3. 4.

A) The car B) Your house C) Your signature D) Stock

6) What are the 5 Cs of the credit decision?


1. 2. 3. 4.

A) Contacts, conditions, collateral, co-signer, and capacity B) Character, capacity, collateral, capital, and conditions C) Cost, contacts, conditions, collateral, and capital D) None of the options are correct.

7) According to the Federal Reserve Bank, in 2014, the average household credit card debt was ________. 1. 2. 3. 4.

A) $15,622 B) $5,765 C) $12,876 D) $20,143

8) If your credit limit is $2,500 and you charge $1,500 and pay back $700, what is the maximum amount you can charge? 1. 2. 3. 4.

A) $500 B) $700 C) $1,500 D) $1,700

9) What is credit? 1. 2. 3.

A) A type of card B) The same as debit C) A contractual agreement in which a borrower receives assets upon full payment over a period of time 4. D) A contractual agreement in which a borrower receives something of value now and agrees to repay the lender at some date in the future, generally with interest

10) Which is not part of the 5 Cs of the credit decision? 1. A) Character 2. B) Capacity 3. C) Conditions 4. D) Contacts

11) Which of the following is not a reason that people apply for credit and end up getting into debt? 1. A) Overdraft protection 2. B) Getting enticed by low introductory rates 3. C) Not paying any more than the minimum payment 4. D) Strong temptation of instant gratification

12) Which credit card is accepted worldwide?


1. A) Visa 2. B) MasterCard 3. C) Discover 4. D) Visa and MasterCard 13) Whether or not you have enough income minus expenses to pay a loan is which “C” of the 5 Cs? 1. 2. 3. 4.

A) Conditions B) Collateral C) Character D) Capacity

14) Which of the following best defines a secured credit card? 1.

A) The credit card company allows you to borrow money based on your promise to repay 2. B) It requires a security deposit equalling the credit limit of the credit card 3. C) It is useful for those just starting to build credit 4. D) Requires a security deposit AND is useful for building credit

15) In the event that you fail to make a payment, ________ credit cards may take funds from your savings account. 1. 2. 3. 4.

A) unsecured B) revolving C) secured D) platinum

16) You have an $800 credit card limit. You buy a TV for $600. You then make a credit card payment of $200. How much more money can you spend with your credit card before going over the limit? 1. 2. 3. 4.

A) $200 B) $400 C) $600 D) $800

17) What does APR stand for? 1. 2. 3. 4.

A) Automatic pay raises B) Auto payment rates C) Annual percentage rate D) Annual pay rate

18) What is your finance charge?


1. A) Interest on credit cards 2. B) Fees on credit cards 3. C) Total cost of borrowing on your card 4. D) Monthly rate 19) Define grace period. 1. A) The amount of time you can’t spend any money 2. B) The amount of time you have to pay your bill before finance charges are activated 3. C) The amount of time you have to pay your bill after finance charges have been made 4. D) The period in which you owe interest

20) Which of the following are helpful in keeping your credit card rates and fees low? 1. 2. 3.

A) Make every payment on time B) Maintain a balance that is less than 30% of your credit line C) Carefully read monthly statements for additional fees and read mail regarding adjustment notices 4. D) All of the options are correct.

21) Calculate the cost per month to pay off a $1,000.00 personal loan over 2 years at 12% annual interest? 52. 53. 54. 55.

A) $52.86 B) $48.06 C) $56.09 D) $47.07

22) What is the average amount of a credit card’s late fee? 1. 2. 3. 4.

A) $20 B) $26 C) $30 D) $36

23) Your previous balance is $100. You charge $100 more on January 2nd and your month-end balance is $200. What method would cost the most with 12% APR? 1. 2. 3. 4.

A) Adjusted balance method B) Average daily balance method C) Minimum finance charge D) Both the adjusted balance method and the average daily balance method


24) What is a grace period? 1. 2.

A) Time to think and pray B) The amount of time you have to pay your bill in full before finance charges are activated 3. C) The amount of time you have before you have to pay your bill 4. D) It refers to the first late payment for which no late fee is charged 25) You used your clothing store credit card this month and your bill arrived in the mail 12 days ago. If you pay your bill today, this is referred to as a(n) 1. 2. 3. 4.

A) credit report. B) grace period. C) interest charge. D) minimum charge.

26) Which method of figuring your finance charge on your credit card is calculated by taking the payments or credits received during the current billing period and subtracting them from the balance at the end of the previous billing period? 1. 2. 3. 4.

A) Average daily balance method B) Minimum finance charge C) Credit limit D) Adjusted balance method

27) Which of the following are steps that must be taken if there is an error on your credit card statement? 1.

A) Contact the credit card company in writing within 60 days of the date on the statement that contains the error 2. B) Send the letter to the “billing inquiries” address on your statement 3. C) Include your name and account number, state the error, and include an explanation of why you think it is an error and the date of the error 4. D) All of the options are correct.

28) An example of a fee where you may incur a multiple charge is 1. 2. 3. 4.

A) a cash advance fee. B) a late-payment fee. C) an annual fee. D) balance transfer fee.

29) Which of the following credit card fees is charged once a year just for having a card?


1. 2. 3. 4.

A) Cash advance fee B) Return item fee C) Annual fee D) Balance transfer fee

30) According to ________, you have 60 days after the statement date on your bill to report an error and not be held responsible for the error. 1. A) credit card regulations 2. B) The Fair Credit Billing Act 3. C) The FDA 4. D) The Banking & Finance Act 31) For a good credit score, never carry a balance of more than ________ of your credit limit on your credit card. 1. 2. 3. 4.

A) 25% B) 30% C) 50% D) 60%

32) What is the downside to 0% deals? 1.

A) The interest can be deferred until after the allotted time and then added to the bill if not paid. 2. B) There are no downsides to these kinds of deals. 3. C) If you don’t pay it off, they add half the interest. 4. D) All of the options are correct.

33) Interest rates on credit cards are 1. 2. 3. 4.

A) fixed. B) variable. C) fixed and/or variable. D) none of the options are correct.

34) Which student loan does not accrue interest during school? 1. 2. 3. 4.

A) Parent Plus. B) Unsubsidized. C) Subsidized. D) No student loans accrue interest during school.

35) Elijah is looking at student loans. Which one should he choose if he doesn’t want to pay current interest?


1. 2. 3. 4.

A) Subsidized. B) Unsubsidized. C) Private. D) All of these options would require him to pay interest.

36) What is the FAFSA application used for? 1. A) To make GPA comparisons 2. B) To determine your financial need 3. C) To find your credit score 4. D) To get personal information 37) What is the difference between federal subsidized and unsubsidized loans? 1.

A) Subsidized loans do not require repayment until 12 months after graduation, whereas unsubsidized loans require repayment immediately upon graduation. 2. B) With a subsidized loan, the interest on the loan is paid by the government if the student is enrolled in school at half-time status or greater; an unsubsidized loan requires the student to pay the interest on the loan that has accrued while still in school. 3. C) An unsubsidized loan allows students to borrow a greater amount of money than subsidized loans. 4. D) All of the options are correct.

38) If you have a subsidized loan, what is the best time to start repaying it? 1. 2. 3. 4.

A) After graduating B) During school C) Right after you get the loan D) After you start graduate school

39) What are the repayment options for student loans? 1. 2. 3. 4.

A) Student loan consolidation and refinancing B) Deferment C) Forbearance D) All of the options are correct.

40) When receiving a student loan, the typical grace period before repayment must start is ________. 1. 2. 3.

A) upon graduation B) six months after graduation C) six months after you are no longer a full-time student and/or complete your education 4. D) There is no grace period.


41) When are you granted forbearance on a student loan? 1. 2.

A) When you pay it on time B) When you do not have an approved reason for deferment, but are still unable to repay. 3. C) If you are granted deferment 4. D) If you declare bankruptcy

42) Private student loans generally 1. A) have higher fees and interest rates. 2. B) have lower interest rates but higher fees. 3. C) have higher interest rates but lower fees. 4. D) have lower fees and interest rates. 43) Which student loans typically have the lowest interest rate? 1. 2. 3. 4.

A) Federal student loans to students B) Federal student loans to parents C) Private student loans D) All of the options typically have the same interest rates.

44) What is the payment option for a student loan for which payments are postponed or reduced, but interest will accrue? 1. 2. 3. 4.

A) Consolidation and refinancing B) Deferment C) Forbearance D) Amortize payments

45) The application used to determine financial need is called what? 1. 2. 3. 4.

A) FAFSA B) SAFSA C) AFFSA D) FAASF

46) Which type of payment option postpones the repayment of principal for a certain time period? 1. 2. 3. 4.

A) Student loan refinancing B) Deferment C) Forbearance D) Student loan refinancing AND forbearance


47) If you pay off a $3,600 loan in 12 equal payments over 1 year at 1% monthly simple interest, how much will your payments be each month? 291. 292. 293. 294.

A) $291.67 B) $319.86 C) $318.43 D) None of the options are correct.

48) Which student loan is the best overall? 1. 2. 3. 4.

A) Subsidized federal loan B) Private loan C) Parent Plus loan D) Unsubsidized federal loan

49) Would you rather borrow money using a subsidized loan or an unsubsidized loan and why? 1. A) Subsidized – The government pays interest 2. B) Unsubsidized – The government pays interest 3. C) Subsidized – The government doesn’t pay interest 4. D) Unsubsidized – The government doesn’t pay interest 50) What is an extension of a payday loan called? 1. 2. 3. 4.

A) Usury B) Rollover C) Extender D) Extra day

51) Why can’t lenders make interest rates as high as they want? 1. 2. 3. 4.

A) Usury laws B) Rollover C) Predatory lending D) Fair Trading Act

52) Which is not referred to as predatory lending? 1. 2. 3. 4.

A) Payday loans B) Check advance loans C) Margin loans D) Deferred deposit loans


53) What is predatory lending? 1. 2.

A) Lending money to borrowers at an extremely low interest rate B) The act of lending money at an unreasonably high interest rate, making payment excessively difficult or impossible for the borrowers 3. C) Lending money to borrowers who are not at least 18 years of age 4. D) Offering a borrower the option to roll over or make an extension of their loan for an additional fee

54) The act of lending money at an unreasonably high interest rate, thus making repayment excessively difficult or impossible for the borrowers, is the definition of 1. 2. 3. 4.

A) usury law. B) predatory lending. C) rollover. D) interest rate spread.

55) What is the typical interest rate of rent-to-own outlets? 23. A) 23.99% 24. B) 99.99% 25. C) 1,800% 26. D) 2,000% 56) What is a usury law? 1.

A) A state law that specifies the maximum legal interest rate at which loans can be made 2. B) A federal law that specifies the maximum legal interest rate at which loans can be made 3. C) A local law that specifies the maximum legal interest rate at which loans can be made 4. D) A state law that specifies the legal range of lending interest rates

57) A roll over of a loan is ________. 1. 2. 3. 4.

A) an extension of a loan B) when a bank lends you more money C) when your grace period is up D) a long-term loan

58) Predatory lending, lending money at an unreasonably high interest rate, includes all of the following except 1.

A) title loans.


2. 3. 4.

B) subsidized loans. C) payday loans. D) rent-to-own.

59) All of these are considered predatory lending except 1. A) payday loans from an institution such as check into cash. 2. B) title loans on your automobile. 3. C) rent-to-own. 4. D) community credit union home loan.

60) What is an alternative to being taken advantage of through predatory lending? 1. 2. 3. 4.

A) Ask your bank for a personal loan B) Obtain a cash advance on your credit card C) Ask your employer for your check in advance D) All of the options are correct.

61) Lenders of payday loans and title loans work around what laws? 1. 2. 3. 4.

A) Usury laws B) FAFSA laws C) Loan laws D) Lending laws

62) Which type of costly loan offers cash for holding the title of a car as collateral? 1. A) Title loan 2. B) Payday loan 3. C) Car loan 4. D) Rent-to-own loan 63) Approximately what percent interest do rent-to-own places charge? 1. 2. 3. 4.

A) 1,500% B) 1,200% C) 1,800% D) 1,000%

64) The difference between a secured credit card and an unsecured credit card is that a secured credit card is linked to a savings account where funds in the account may be claimed in the event that you fail to make payments.


65) Credit card companies use a set of complex matrices to determine your limit, based on your credit score, net income, debt-to-income ratio, disposable income, and default risk.

66) A total debt-to-income ratio of 30% or higher, including housing payments, makes you a high credit risk.

67) The terms and conditions of a credit card are locked in once you obtain the card.

68) Arbitration is when you will not be held responsible for any charges on your account that are not yours if reported within 60 days of your statement.

69) Your use of credit cards can pay off in the form of free plane tickets, free hotel stays, or cash back and discounts.

70) There are no advantages to the use of credit cards and they should be avoided at all cost.

71) A student loan is another type of unsecured credit.

72) In general, students are not required to pay back student loans until the end of a grace period.

73) One benefit of an unsubsidized loan, guaranteed by the U.S. Department of Education, is that the loan interest is paid for you while you are in school and maintain a minimum of a half-time status or greater.

74) Students who are declared as independent students by the IRS or who are graduate students have higher loan limits.


75) You should always look for an alternative to payday loans.

76) Title loan lenders are required to show you their interest rates in annual percentages which can approach 300% depending upon the state.

77) In addition to high interest, title loans usually include a number of fees that add up quickly. 78) The terms of a predatory loan are crafted to make it easy to roll over the loan and keep you in a cycle of debt.

79) The majority of Payday Loans and Title Loans are for a one timeemergency situation.


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