Personal Finance Turning Money Into Wealth, 5e (Keown)：个人理财，把钱变成财富，5E（基翁）.doc

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Personal Finance Turning Money Into Wealth, 5e (Keown)：个人理财，把钱变成财富，5E（基翁）.doc

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Personal Finance Turning Money Into Wealth, 5e (Keown)：个人理财，把钱变成财富，5E（基翁）

Chapter 1 The Financial Planning Process 1.1 Facing Financial Challenges 1) Once a sound financial plan is in place , there should be no need to ever change it. Answer: FALSE Diff: 1 Topic: The Financial Planning Process 2) When comparing two different investment opportunities the investor should always choose the investment that minimizes the total amount of taxes paid. Answer: FALSE Diff: 2 Topic: Minimization of Taxes 3) Being financially secure involves balancing what you earn with A) your investments. B) what you spend. C) your retirement plans. D) your current level of debt. Answer: B Diff: 1 Topic: Financial Planning 4) In order for your financial plan to be realistic and attainable it needs to be based upon your A) budget. B) income level. C) number of tax deductions, exemption, exclusions, and credits. D) balance sheet. E) none of the above Answer: B Diff: 2 Topic: Financial Planning 5) Which of the following could one accomplish with personal financial planning as outlined in the text? A) minimize the chances of personal bankruptcy B) having enough money for a comfortable retirement C) being able to deal with unplanned health issues or an early death D) minimizing your tax payments to Uncle Sam E) all of the above Answer: E Diff: 2 Topic: Financial Planning 6) What are common factors found in an effective financial plan? A) effective financial plans should be flexible to allow for changes in your situation B) effective financial plans should provide sufficient liquidity to meet unexpected needs C) effective financial plans should provide insurance protection from catastrophic events D) effective financial plans should help you minimize paying taxes E) all of the above are necessary in an effective financial plan Answer: E Diff: 1 Topic: Financial Planning 7) This course/text will assist you in accomplishing six financial objectives. What are they? Answer: 1. Manage the unplanned. 2. Accumulate wealth for special expenses. 3. Realistical