Financial Planning for Generation X & Y Women
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Glossary of Financial Terms

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Savings Bond
Non-marketable, registered securities issued by the U.S. Treasury Department. Non-marketable means they cannot be sold to or bought from anyone except an issuing and paying agent authorized by the Treasury Department. Registered means they are owned exclusively by the person or persons named on them. Savings bonds are backed by the full faith and credit of the United States.
Secured Debt
Debt backed or secured by collateral in order to reduce the risk associated with lending.
Series EE Savings Bond
A low-risk savings product that pays interest based on current market rates on Treasury securities. Interest is calculated semiannually, but paid at maturity and exempt from state and local taxes.
Series I Savings Bond
A low-risk, liquid savings product that while you own them, they earn interest and help protect your savings from inflation. They pay a fixed rate that is lower than traditional savings bonds, but they also pay a variable rate that increases with inflation.
Set-Aside Account
A place to put money that you know you will need for expenses that occur periodically.
Statement of Financial Position
An inventory of an individual's assets and liabilities at a particular moment in time. Record includes a net worth calculation, which subtracts the liabilities from the assets. Also known as a Net Worth Statement.
Statement of Income and Expense
A time specific document that summarizes income received and expenses paid for a full, 12-month year. The overall format is flexible. Expenses are categorized as fixed or variable.
Security or instrument that represents a unit of ownership in a corporation.