| A | B |
|---|
| checking account | Paper checks or debit cards are used to withdraw money deposited into the account to pay for items |
| savings account | Money is deposited into an account to earn interest |
| retirement plan account | Plan for saving money for retirement; money tax-deferred until withdrawn |
| share account | A savings account at a credit union |
| share certificate account | A certificate of deposit at a credit union |
| share draft account | A checking account at a credit union |
| bond | An investment of money in a government or organization |
| certificate of deposit | An insured interest-earning savings tools with restricted access to funds |
| mutual fund | Groups of stocks, bonds, and other investments managed by an investment firm |
| real estate investment | Purchasing properties as an investment to gain profit |
| stock | Ownership, represented by shares, in a corporation |
| credit card | A card used to make purchases; must be repaid later with interest |
| loan | Borrowed money |
| mortgage | A loan to purchase a home or other real estate |
| financial counseling | Assistance to consumers with specific areas of financial planning |
| safe-deposit box | A secured box in a bank used by clients for valuable personal items |
