UA CSM 204 - Financial Services: Savings Plans and Payment Accounts (8 pages)

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Financial Services: Savings Plans and Payment Accounts



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Financial Services: Savings Plans and Payment Accounts

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Financial Services: Savings Plans and Payment Accounts


Lecture number:
5
Pages:
8
Type:
Lecture Note
School:
University of Alabama
Course:
Csm 204 - Intro Personl Finan Plan
Edition:
1

Unformatted text preview:

CSM 204 Chapter 5 Lecture Outline of Previous Lecture I Taxes and Financial Planning II Four Types of Taxes III Tax Information Sources IV Tax Assistance V What if your return is audited VI Tax Planning Strategies VII Quiz 1 4 Outline of Current Lecture I II III IV V VI VII VIII IX X XI XII XIII XIV XV XVI XVII XVIII XIX Cash Management Strategy Common Cash Management Mistakes Types of Financial Services Online and Mobile Banking Financial Institutions Choosing a Financial Institution Savings Plans Evaluating Savings Plans Payment Methods Types of Checking Accounts Evaluating Checking Accounts Managing Your Checking Account FDIC Coverage How Identity Theft Occurs Getting Your Information How Identity Theft Occurs Using Your Information Minimizing Identity Theft The Victim s First 3 Steps The Victim s Next Steps Quiz 1 5 Current Lecture Chapter 5 Financial Services Savings Plans and Payment Accounts Cash Management Strategy These notes represent a detailed interpretation of the professor s lecture GradeBuddy is best used as a supplement to your own notes not as a substitute Banks saving and loan associations credit unions and other financial institutions provide payment choices and a variety of financial services Account services provide customers with online banking offering deposits investments credit cards loans mortgages rewards programs and IRAs Meeting Daily Money Needs Cash check credit card or an ATM are the most common Common Cash Management Mistakes Overspending from impulse buying and using credit cards Not having enough liquid assets cash and checking account to pay current bills Using savings or borrowing to pay for current expenses Failing to put unneeded funds in an interest earning savings account or investment plan Types of Financial Services Savings Cash Availability and Payment Services Checking accounts are called demand deposits Automatic payments Borrowing Investments and Other Financial Services Insurance investment real estate purchases tax



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