A Look Inside
Each financial term is paired with an analogy to break it down into something that isn’t so scary. Each analogy comes with an illustration. It’s there so you have an image to remember it by.
Simpler is Better
Liquid Asset
Bankruptcy
Stock Market
Over 100 Financial Terms = Over 100 Simple Analogies
401(k)
403(b)
457
529
Active Income
Active Investing
Amortization Schedule
Annuity
Appraisal
Appreciation
APR
Asset
Asset Allocation
Bankruptcy
Basic Savings Account
Bear Market
Beneficiary
Blue-Chip Stock
Bond
Budgeting
Bull Market
Capital Gains
Capital Gains Tax
Cash Flow Statement
Checking Account
Compounding
Concentrated Portfolio
Corporate Tax
Credit Card
Credit Report
Credit Score
Crowdfunding
Debit Card
Debt
Debt Consolidation
Deductions
Depreciation
Deposit Account
Dependents
Diversified Portfolio
Dividends
Emergency Fund
Employee Benefits
Equity
Escrow
Estate Planning
Estate Tax
ETFs
Excise Tax
Financial Burnout
Financial Freedom
Financial Literacy
Gift Tax
Gross Income
Hedging
High Risk Tolerance
High-Yield Savings Account
HSA
Illiquid Asset
Income Tax
Index Fund
Inflation
Insider Trading
Insurance
Insurance Copay
Insurance Deductible
Interest
Interest Rate
Investment Account
IRA
IRS
Liability
Liquid Asset
Loan
Low Risk Tolerance
Moderate Risk Tolerance
Mutual Funds
Net Income
Net Worth
Not Budgeting
No Retirement
Owning
P&L Statement
Passive Income
Passive Investing
Payroll Tax
Principal Balance
Private Company
Private Equity
Profit Margin
Property Tax
Publicly Traded Company
Rat Race
Rebalancing
Recession
Refinancing
Renting
Retirement
Revenue
ROI
Roth Account
Sales Tax
Savings Account
SEP IRA
Shareholders
Simple IRA
Snowball Mehtod
Social Security
Stock Market
Stock Options
Stock
Supply Chain
Tax Audit
Tax Brackets
Tax Return
Taxes
Traditional Account
Unemployment Benefits
Valuation
Venture Capital
W-2
W-4
W-9
Withholding