| A | B |
|---|
| First step in meeting financial goals | identify them |
| When banking online, enter username and ___ | password |
| Your bank will ___ send you e-mail requests to update personal info. | never |
| Taxable income is ___ minus deductions. | adjusted gross income |
| Your employer sends you a ___ so you can complete your tax return. | Form W-2 |
| Sales of food or food ingredients in NE __ subject to sales tax. | is not |
| A balanced money management system given in the text. | Share, Save, Spend |
| Citizens who have worked may get retirement benefits through __ | Social Security |
| A type of sharing. | Philanthropy |
| Being a philanthropist requires ___. | altruism |
| You are single and don't itemize deductions. | Form 1040EZ |
| You are married, make over $100,000, and want to itemize deductions. | Form 1040 |
| First step in setting up a financial plan. | Determine your current situation |
| Second step in setting up a financial plan. | Set and prioritize goals. |
| Financial goals: specific, ___, realistic. | measurable |
| ___are things you must have. | needs |
| ___ are things you'd like to have. | wants |
| Most people who share begin ___ in life. | early |
| Bank statements, receipts, insurance policies, etc. | financial records |
| Individual tax return deadline | April 15 |
