The purpose of a personal umbrella policy, as an addition to your homeowner’s policy, is primarily to protect you from _____.

Tabitha is just beginning to develop her financial portfolio. She does not want to pay commissions to purchase shares in mutual funds, as her friend you would advise her to invest her dollars in ________ funds.

The letters or characters that represent a stock is known as the stock’s _____.

For every $100 set aside in a flexible spending account, taxable income is reduced by _____.

You can make investments on a ________ basis, which means that not only does your investment grow free of taxes, but the money you invest isn’t taxed until you liquidate your investment.

A(n) ________ is a loan involving a formal contract that details exactly how much you’re borrowing and when and how you’re going to pay the loan back.

The _____ is the entity who designates the beneficiary of the insurance policy.

Special provisions that may be added to your policy which either provide extra benefits to the beneficiary or limit the company’s liability under certain conditions are known as _____.

During the economic downturn that occurred between the fall of 2007 and spring of 2009, stocks declined in price. This period is known as a(n) _____.

The main factor that determines the cost of a line of credit is the ________, which is also considered the true simple interest rate paid over the life of the loan.