50/30/20 budget

401(k)

403(b)

457 Plan

529 Plan

1040 Form

AAMS (Accredited Asset Management Specialist)

Above-the-Line Deduction

Account Number

Accumulation Phase

ACH Transfer

Adjustable-Rate Mortgage

AFC (Accredited Financial Counselor)

AIF (Accredited Investment Fiduciary)

Amortization

Annual Percentage Rate (APR)

Asset Allocation

ATM Fee

Avalanche Method

Balance Transfer

Bear Market

Beneficiary

Bond

Bougie / Boujee

Brokerage Account

Budget

Capital Gains

Capital Gains Tax

Cash Flow

Cash Stuffing

Catch-Up Contribution

Certificate of Deposit

Certified Financial Education Instructor

Certified Financial Planner

Certified Public Accountant

Charge-off

Chartered Alternative Investment Analyst

Chartered Financial Analyst

Chartered Financial Consultant

Checking Account

CIC (Chartered Investment Counselor)

CIMA (Certified Investment Management Analyst)

Claim

Closing Costs

CLU (Chartered Life Underwriter)

COBRA

Collateral

Compound Interest

Conventional Loan

Cost-Benefit Analysis

Coverage Limit

Credit Bureau

Credit Limit

Credit Report

Credit Score

Credit Utilization

CRPC (Chartered Retirement Planning Counselor)

CRPS (Chartered Retirement Plans Specialist)

Debt Consolidation

Debt Consolidation Loan

Debt-to-Income Ratio (DTI)

Deductible

Default

Deposit Account

DINK

Direct Deposit

Discretionary Income

Diversification

Dividend

Doom Spending

Drip

Emergency Fund

Enrolled Agent

Equity

Escrow Account

Estate Planning

Exchange-Traded Fund (ETF)

FICO Score

Fiduciary

Financial Independence

Financial Risk Manager

Fixed Expense

Full Retirement Age (FRA)

Girl Math

Grace Period

Gross Income

Growth Stock

Guap

Guarantor

Hard Inquiry

Health Savings Account (HSA)

Hedge Fund

High Yield Savings Account

Holding Period

Home Equity Line of Credit (HELOC)

Homeowners Insurance

IAR (Investment Advisor Representative)

Index Fund

Individual Retirement Account (IRA)

Inflation

Insurance Agent

Insurance Broker

Interest Rate

Investment Portfolio

Itemized Deduction

ITIN (Individual Taxpayer Identification Number)

Job-Based Retirement Plan

Joint Account

Junk Bond

Junk Bond Fund

Keogh Plan

Key Man or Woman Insurance

Kiddie Tax

KIPPERS (Kids in Parents' Pockets Eroding Retirement Savings)

Kiting

Liability

Lifestyle Inflation

Liquidity

Loan Origination Fee

Loan-to-Value Ratio (LTV)

Long-Term Care Insurance

Long-Term Investment

Loud Budgeting

Margin Account

Maximum-Out-of-Pocket

Medicaid

Medicare

Minimum Payment

Mobile Banking

Modified Adjusted Gross Income (MAGI)

Money Market Account

Mutual Fund

Nominal Interest Rate

Non-Performing Loan

Online Banking

Operating Expenses

Opportunity Cost

Option

Overdraft

Overdraft Protection

Payment History

PFS (Personal Financial Specialist)

Policyholder

Portfolio Diversification

Prepayment Penalty

Primary Insurance Amount (PIA)

Principal

Private Mortgage Insurance (PMI)

Profit Margin

Property Tax

Pumpkin Spice Latte

Qualified Overtime Income

Qualified Retirement Plan

Quantitative Analysis

Refinancing

Retirement Savings Plan

Return on Investment (ROI)

Revenue

RFC (Registered Financial Consultant)

RIA (Registered Investment Advisor)

RICP (Retirement Income Certified Professional)

Risk Management

Rollover

Roth IRA

Routing Number

Savings Account

Secure the Bag

Secured Loan

Self-Insurance

SEP-IRA

Short-Term Investment

SIMPLE IRA

SINK (Single Income No Kids)

Sinking Fund

Snowball Method

Social Security

Soft Inquiry

Specified Service Trade or Business (SSTB)

Spending Creep

Standard Deduction

Stocks

Stop Payment

Take-Home Pay

Target Date Fund

Tax Deduction

Total Return

Traditional IRA

Transaction Fee

Treasury Bonds

Underwriting

Unsecured Loan

USDA Loan

Utility Bill

VA Loan

Value Investing

Variable Interest Rate

Venture Capital

Vesting

Volatility

W-2

Warrant

Wealth Management

Whole Life Insurance

Wire Transfer

Withdrawal

WMCP (Wealth Management Certified Professional)

X-Brokerage

X-Linked Investment

X-Rate

XIRR (Extended Internal Rate of Return)

Year-to-Date (YTD)

Yield

Yield Curve

Young Investor

Zenith Point

Zero-Based Budgeting

Zero-Coupon Bond

Zoning