Personal Finance Terms

  1. Active Retention

  2. Actual Cash Value

  3. Additional Collateral

  4. Agency Matching Contributions

  5. Appeals Conference

  6. Appropriation

  7. Assumed Interest Rate - AIR

  8. Automatic Transfer Of Funds

  9. Average Collected Balance

  10. Bond Attorney

  11. Bottom Line

  12. Breadwinner

  13. Buyer's Market

  14. Canada Education Savings Grant - CESG

  15. Capitalization Of Earnings

  16. Catastrophic Illness Insurance

  17. Certified Financial Planner - CFP

  18. Chartered Life Underwriter - CLU

  19. Chattel Mortgage

  20. Closed Corporation

  21. Closely Held Stock

  22. Counteroffer

  23. Credit

  24. Current Income

  25. Deferred Acquisition Costs - DAC

  26. Deferred Income Tax

  27. Deferred Load

  28. Disclosure Statement

  29. Discouraged Worker

  30. Disinflation

  31. Dry Loan

  32. Dually Employed With Kids - DEWKS

  33. Earnings Before Interest, Depreciation And Amortization - EBIDA

  34. Elderly and Disabled Credit

  35. Elimination Period

  36. Endorsement

  37. Equated Monthly Installment - EMI

  38. Equity-Linked Security - ELKS

  39. Errors And Omissions Insurance - E&O

  40. Excess Capacity

  41. Exchange Fund

  42. Exemption Trust

  43. Federal Employee Retirement System - FERS

  44. Fixed Term

  45. Flat Benefit Formula

  46. Foreign Plan

  47. Gifting Phase

  48. Graduation Period

  49. Guaranteed Renewable Policy

  50. Harvard MBA Indicator

  51. High Net Worth Individual - HNWI

  52. Indemnity Insurance

  53. Initial Interest Rate

  54. Initial Rate Period

  55. Insurance

  56. Loss Carryforward

  57. Market Basket

  58. Minimum Down Payment

  59. Mortgage Broker

  60. New Indications

  61. Non-Amortizing Loan

  62. Non-Qualified Deferred Compensation - NQDC

  63. Nondiscrimination Rule

  64. Notice Of Assessment - NOA

  65. Online Banking

  66. Past Due

  67. Personal Income

  68. Pledged Asset

  69. Policy Loan

  70. Premature Distribution

  71. Private Letter Ruling - PLR

  72. Qualified Acquisition Cost

  73. Qualified Adoption Expenses - QAE

  74. Quid Pro Quo

  75. Rabbi Trust

  76. Real Estate Limited Partnership - RELP

  77. Recognized Gain

  78. Reinstatement

  79. Respite Care

  80. Retail Prices Index - RPI

  81. Revenue

  82. Revenue Deficit

  83. Revocable Beneficiary

  84. Revolving Underwriting Facility - RUF

  85. S&P Core Earnings

  86. Sales Per Share

  87. Schedule I Bank

  88. Section 1031

  89. Separate Account

  90. Standard Mileage Rate

  91. Surcharge

  92. Tenancy In Common

  93. Terminal Year

  94. Total Return

  95. Transaction Deposit

  96. Unemployment Rate

  97. Unit Linked Insurance Plan - ULIP

  98. Unsecured Debt

  99. Viator

  100. Wash Sale

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