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Use the following description of terms to answer the matching questions below:
A) forecasting future expenses and savings
B) uncertainty on a potential return on an investment
C) what you own
D) determining how much money you should set aside for retirement
E) what you owe
F) decisions regarding how much money to hold in liquid form and how to allocate funds among short term investments
G) determining how your wealth will be distributed before or upon your death
H) current value of what you own minus what you owe
I) source of current information about a variety of topics
J) access to funds to cover any short-term cash deficiencies
-budgeting
Confidentiality
The ethical duty to keep personal and sensitive information private unless consent to release it is given.
Accountability
The obligation of an individual or organization to account for its activities, accept responsibility for them, and disclose the results in a transparent manner.
Judgment
The ability to make considered decisions or come to sensible conclusions.
Advocacy
The act of supporting or arguing for a cause, policy, or group of people, often to promote change.
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