W9
WORKSHEET
Worksheet for the Lease versus Purchase Decision
Cost of Purchasing
a.
b.
c.
d.
Agreed-upon purchase price
Down payment
Total loan payments (monthly loan payment x _ no. months)
Opportunity cost of down payment [line b x
(1 + foregone rate of
1. The length of the diagonal of square S, as well as the lengths of the diagonals of rhombus R are integers. The ratio of the lengths of the diagonals is
15:11:9, respectively. Which of the following could be the difference between the area of square S a
ALGEBRA SET
1. I f
, then the sum of all possible solutions for x is:
A. -2
B. 0
C. 1
D. 3
E. 5
2. The equation x^2 + ax - b = 0 has equal roots, and one of the roots of the equation x^2 + ax + 15 = 0 is 3. What is the value of b?
A. -64
B. -16
C. -15
D.
1) If (1/5)m(1/4)18 = 1/2(10)35, m?
2) (-1)k+1(k). T is the sum of the first 10 k, is t
a. > 2
b. between 1 and 2
c. between and 1
d. between and
e. <
3) What is m+n?
+
4
e
f
x
1
7
2
y
-5
n
-4
z
m
10
5
4) Perimeter of isosceles right triangle is 16 +162
MATH SECTION
-Q1:
A wire that weighs 24 kilograms is cut into two pieces so that one of the pieces weighs 16
kilograms and is 34 meters long. If the weight of each piece is proportional to its length,
how many meters long is the other piece of wire?
A.
B.
MATH SECTION
-Q1:
A grocer has 400 pounds of coffee in stock, 20 percent of which is decaffeinated. If the
grocer buys another 100 pounds of coffee of which 60 percent is decaffeinated, what
percent, by weight, of the grocers stock of coffee is decaffeina
MATH SECTION
-Q1:
Country
J
K
L
M
N
Consumption (in millions of kilograms)
1,080
600
360
330
310
The table above gives the coffee consumption in 1994 for five countries. If the total
coffee consumption of these countries was 40 percent of the worlds coffe
MATH SECTION
-Q1:
The population of City X is 50 percent of the population of City Y.
The population of City X is what percent of the total population of
City X and City Y?
A.
B.
C.
D.
E.
25%
(33 1/3)%
40%
50%
(66 2/3)%
-Q2:
What is the greatest prime fac
MATH SECTION
-Q1:
ELECTRICITY USAGE IN A CERTAIN
HOUSEHOLD ON MAY 1
Number of Watts
Number of Hours of Electricity
in Use
Used per Hour
Appliance
TV
4
145
Computer
3
155
VCR
2
45
Stereo
2
109
According to the table above, what was the total number of watt
MATH SECTION
-Q1:
A students average (arithmetic mean) test score on 4 tests is 78. What must be the
students score on a 5th test for the students average score on the 5 tests to be 80?
A.
B.
C.
D.
E.
80
82
84
86
88
Answer:
-Q2:
If 2 different representat
MATH SECTION
-Q1:
The population of City X is 50 percent of the population of City Y. The population of
City X is what percent of the total population of City X and City Y?
A. 25%
1
B. 33 %
3
C. 40%
D. 50%
2
E. 66 %
3
Answer:
-Q2:
Guys net income equals h
MATH SECTION
-Q1:
3
If Henry were to add 5 gallons of water to a tank that is already full of water, the tank
4
7
would be
full. How many gallons of water would the tank hold if it were full?
8
A.
B.
C.
D.
E.
25
40
64
80
96
Answer:
-Q2:
2
=
2 63 +
8+3 7
A
W 16
WORKSHEET
Worksheet for Funding Your Retirement Needs
Your
Numbers
Step 1: Estimate Your Annual Needs at Retirement
A.
B.
C.
D.
Present level of your living expenditures on an after-tax basis
Times 0.80 equals: Base retirement expenditure level in to
Worksheet 5 - Simplified Income Statement Worksheet
Your Take-Home Pay
A.
B.
C.
Total Income
Total Income Taxes
A.
- B.
After-Tax Income Available for Living Expenditures
or Take-Home Pay (line A minus line B)
= C.
0
Your Living Expenses
D.
E.
F.
G.
H.
I.
Federal Estate Tax Liability Estimator Worksheet
Step 1: Calculate the value of the gross estate.
Gross estate value
Step 2: Calculate your taxable estate.
Funeral expenses
Estate administration expenses
Outstanding debt
Income taxes
Marital Deduction
Cha
W 13
WORKSHEET
Worksheet for Estimating Disability Insurance Needs
Total existing coverage
1 Current monthly after-tax job-related income
2 Existing disability coverage on an after-tax-basis
Social Security benefits
Disability insurance from employer
Vete
INCOME STATEMENT WORKSHEET
For Target Year
2015
TAXABLE INCOME
Earned Income
Wages, Salaries and Tips
Bonuses and Commissions
Other
Total
Filer
Unearned Income
Alimony
Interest / Dividends / Capital Gains
Rental Income Received
Tax Refunds
Other
Total
Tot
W 12
WORKSHEET
Worksheet for Estimating Life Insurance Needs
Total Needs
Step 1: Immediate Needs Cleanup Funds
Final Illness Costs (assumed equal to your
health insurance deductible)
Estate Administration Costs (assumed equal to
4% of your assets)
Burial
W 10
WORKSHEET
Worksheet for the Rent Versus Buy Decision
The Cost of Renting
1 year
a. Total monthly rent costs (monthly rent _ x 12 months x no. years)
b. Total renter's insurance (annual renter's insurance _ x no. years)
a.
+ b.
a.
+ b.
7 years
$0
$0
+
WORKSHEET 19Personal Information Worksheet
Personal Information
Name:
Address:
Telephone (home):
Marital Status: Single
Name of Spouse:
Date of Birth Self:
Citizenship Self:
Date:
, 20
Widowed
Other
Fax:
Married
Divorced
Spouse:
Spouse:
Names of Chil
WORKSHEET 18Starting Point Questionnaire Worksheet
1. How would you describe your housing situation? (e.g., rent, own, live with parents,
roommates)
2. What will be your primary mode of transportation? (e.g., personal auto, carpool, public
transportation)
W4
WORKSHEET
Balance Sheet - Calculating Your Net Worth
Assets
Cash
Checking
Savings/CDs
Money Market Funds
Other Monetary Assets
A. Monetary Assets
Value
+
+
+
+
A. =
$0
Mutual Funds
Stocks
Bonds
Life Insurance (cash-value)
Cash Value of Annuities
Invest
WORKSHEET 8 - WORKSHEET FOR BALANCING YOUR CHECKING ACCOUNT
1.
Record in your check register all items that appear on the monthly statement received
from the bank that have not previously been entered, for example, cash withdrawals from an
ATM, automatic
MATH SECTION
-Q1:
A wire that weighs 24 kilograms is cut into two pieces so that one of the pieces weighs 16
kilograms and is 34 meters long. If the weight of each piece is proportional to its length,
how many meters long is the other piece of wire?
A.
B.
MATH SECTION
-Q1:
0.5 1
If
= , what is the value of x ?
1
x
6
A. 30
B. 3
6
C.
5
1
D.
3
1
E.
30
Answer:
-Q2:
If each of the 12 teams participating in a certain tournament plays exactly one game with
each of the other teams, how many games will be played?
A
MATH SECTION
-Q1:
Country
J
K
L
M
N
Consumption (in millions of kilograms)
1,080
600
360
330
310
The table above gives the coffee consumption in 1994 for five countries. If the total
coffee consumption of these countries was 40 percent of the worlds coffe