Beyond Financial Fitness Workbook

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vs. a CD (certificate of deposit)? What are the pros and cons of having your money in a CD (certificate of deposit) vs. Money Market account? Complete the table by filling in the blank squares. What are the three main types of annuities? True/False 1. You should stay away from any type of life insurance that also develops a cash value and only buy term life insurance. What’s the benefit of a investing in cash value life insurance? What are the two risks of owning bonds?
True/False 2. If interest rates go up, the price of bonds goes down. True/False 3. Junk bonds are issued from waste management companies. What are the two main reasons people buy stocks? What’s the advantage of buying shares of a REIT?
Page 4 and 5: The information presented in this b
Page 7 and 8: CONTENTS Introduction Part I—Comp
Page 9: that outlines how you will earn, sa
Page 12: Your goal should be to get by on on
Page 15 and 16: In what ways are you currently “i
Page 17: Think of some examples of people yo
Page 20 and 21: Do you already have a Durable Power
Page 24 and 25: FOUR The Top of Hierarchy “The gr
Page 26: • Index funds are an easy way to
Page 29: How does deflation affect your fina
Page 33: What does this chart tell you about
Page 39: True/False 4. ETFs will almost alwa
Page 42 and 43: What does this graph tell you about
Page 44: Bonds = 35% Stocks = 40% Real Estat
Page 47 and 48: “Trust in time rather than ______
Page 49: ___________________________________
Page 52 and 53: True/False 10. Those who sufficient

Beyond Financial Fitness Workbook

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