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PF 201 Matching

AB
lifestyle conditionsFactors about the way a person lives and works that affect his/her financial income, needs, and expenses
ageA set of consecutive ages that tend to have similar incomes, needs, and expenses
dependentsPeople who rely on another person for primary financial support---e.g., children, spouse, other family members
economic outlookThe state of the economy, whether favorable or unfavorable, as measured by economic indicators, including interest and unemployment rates
education levelThe highest grade in school or degree completed
employment statusA person’s work circumstances, whether employed or unemployed, full-time or part-time, self- or other-employed
health conditionA person’s health factors, whether sick or well, able or disabled, injured or not
martial statusWhether married or single, divorced, separated, etc.
financial life cycleTypical stages of wealth a person accumulates during the life cycle
wealthThe sum total of assets belonging to one person---including money, property, and personal possessions
basic wealth protectionThe stage during which most people form a family, begin to work and earn money
wealth accumulationThe stage that includes the peak earning years, giving money to oneself
wealth distributionThe stage of retirement and wealth consumption, money given to chosen ones


Columbia High/Columbia Middle
NC

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