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Managing money in ways that build a sense of understanding, competence, and control
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
Jenna wants to improve her financial well‐being. Which of the following would contribute the most to her financial well‐being?
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
Jacob is wondering how he can improve his intellectual well‐being. Which of the following would contribute the most to his intellectual well‐being?
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
Specific objectives that are accomplished through financial planning
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
Managing money continuously through life in order to reach your financial goals
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
Sylas is studying financial planning in one of his classes. His teacher has assigned him to create a timeline of his financial future. Where should the end of his financial planning timeline be set?
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
Feeling good about one’s life
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
Carter wants to participate in an activity that will improve his well‐being. Which of the following activities would contribute the most to his well‐being?
Financial goals
An activity that makes him lose track of time.
Well-being
Financial well-being
Take a personal finance class to learn how to manage her money.
Financial planning
Never – it is an ongoing process.
Challenge himself by taking on a new project at work.
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