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Gen Math Word Problems

The document provides solutions to various financial word problems, including simple interest, compound interest, simple annuity, and general annuity calculations. It details the steps taken to arrive at the answers for each problem, such as the total amount to repay on a loan, future values of investments, and monthly payments for loans. Additionally, it includes answers to multiple-choice questions related to financial concepts.

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rosie.donato
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0% found this document useful (0 votes)
4 views4 pages

Gen Math Word Problems

The document provides solutions to various financial word problems, including simple interest, compound interest, simple annuity, and general annuity calculations. It details the steps taken to arrive at the answers for each problem, such as the total amount to repay on a loan, future values of investments, and monthly payments for loans. Additionally, it includes answers to multiple-choice questions related to financial concepts.

Uploaded by

rosie.donato
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Okay, here are the solutions to the word problems I gave you earlier.

I've included the


steps so you can follow along!

***
### Simple Interest

**Problem 1: The Lemonade Stand Loan 🍋**

* **Principal (P):** \$200


* **Interest Rate (r):** 8% per year = 0.08
* **Time (t):** 9 months = 9/12 = 0.75 years

**Interest (I) = P \* r \* t**

I = 200 \* 0.08 \* 0.75 = \$12

**Total Amount to Repay = P + I**

Total = 200 + 12 = \$212

**Answer:** Lily will owe \$12 in interest, and she needs to repay a total of \$212.

### Compound Interest

**Problem 2: The College Fund 🎓**

* **Principal (P):** \$5,000


* **Interest Rate (r):** 6% per year = 0.06
* **Compounding Periods (n):** Quarterly = 4 times per year
* **Time (t):** 18 years

**Amount (A) = P \* (1 + r/n)^(nt)**

A = 5000 \* (1 + 0.06/4)^(4\*18)

A = 5000 \* (1 + 0.015)^(72)

A = 5000 \* (1.015)^(72)

A ≈ 5000 \* 2.89476

A ≈ \$14,473.80

**Answer:** There will be approximately \$14,473.80 in the account when Alex turns 18.

### Simple Annuity


**Problem 3: The Scooter Savings 🛴**

* **Future Value (FV):** \$450


* **Payment (PMT):** \$75
* **Interest Rate (r):** 4% per year = 0.04, so monthly rate is 0.04/12 = 0.003333
* **Number of Periods (n):** ?

**FV = PMT \* \[((1 + r)^n - 1) / r]**

450 = 75 \* \[((1 + 0.003333)^n - 1) / 0.003333]

6 = \[((1.003333)^n - 1) / 0.003333]

0. 02 = (1.003333)^n - 1

1. 02 = (1.003333)^n

Now, take the natural logarithm (ln) of both sides:

ln(1.02) = n \* ln(1.003333)

n = ln(1.02) / ln(1.003333)

n ≈ 5.98

**Answer:** It will take Mia approximately 6 months to save enough money to buy the
scooter.

### General Annuity

**Problem 4: The Car Loan 🚗**

* **Principal (P):** \$15,000


* **Interest Rate (r):** 7.5% per year = 0.075, so monthly rate is 0.075/12 = 0.00625
* **Time (t):** 5 years = 60 months

**(a) Monthly Payment (PMT) = P \* \[r(1 + r)^n] / \[(1 + r)^n - 1]**

PMT = 15000 \* \[0.00625(1 + 0.00625)^60] / \[(1 + 0.00625)^60 - 1]

PMT = 15000 \* \[0.00625(1.00625)^60] / \[(1.00625)^60 - 1]

PMT ≈ 15000 \* \[0.00625(1.4547)] / \[1.4547 - 1]

PMT ≈ 15000 \* \[0.009092] / \[0.4547]


PMT ≈ 15000 \* 0.0200

PMT ≈ \$299.76

**(b) Total Interest Paid = (PMT \* n) - P**

Total Interest = (299.76 \* 60) - 15000

Total Interest = 17985.60 - 15000

Total Interest = \$2985.60

**Answer:** David's monthly payment is approximately \$299.76, and he will pay a total
of \$2985.60 in interest over the life of the loan.

**Problem 5: The Retirement Plan 🌇**

* **Payment (PMT):** \$1,200


* **Interest Rate (r):** 8% per year = 0.08, so quarterly rate is 0.08/4 = 0.02
* **Time (t):** 30 years = 120 quarters

**(a) Future Value (FV) = PMT \* \[((1 + r)^n - 1) / r]**

FV = 1200 \* \[((1 + 0.02)^120 - 1) / 0.02]

FV = 1200 \* \[((1.02)^120 - 1) / 0.02]

FV ≈ 1200 \* \[(10.745 - 1) / 0.02]

FV ≈ 1200 \* \[9.745 / 0.02]

FV ≈ 1200 \* 487.25

FV ≈ \$584,700

**(b) Total Money Deposited = PMT \* n**

Total Deposited = 1200 \* 120

Total Deposited = \$144,000

**Answer:** Sarah will have approximately \$584,700 in her retirement account when
she retires, and she will deposit a total of \$144,000 into the account over the 30 years.
***
I hope these solutions help you understand the problems better! Let me know if
anything is unclear or if you want to go through any of the steps in more detail! 😊
Okay, here are the answers to the multiple-choice questions!

***

1. **(b) Simple Interest**


2. **(a) Future Value**
3. **(c) \$100**
4. **(c) The principal plus accumulated interest**
5. **(a) FV = PV(1 + rt)**
6. **(b) \$1,157.63**
7. **(b) A series of equal payments made at regular intervals**
8. **(b) Payment**
9. **(a) Rent payments made monthly**
10. **(a) Equal to**
11. **(b) \$2,481.77**
12. **(c) The payment interval differing from the interest compounding period**
13. **(a) Monthly mortgage payments with interest compounded semi-annually**
14. **(a) Present Value**
15. **(c) PV = PMT \[1 - (1 + r)^-n) / r]**
16. **(b) \$401.26**
17. **(b) Annuity Due**
18. **(b) Simple interest is calculated on the principal only, while compound interest is
calculated on the principal and accumulated interest**
19. **(b) It increases the future value**
20. **(d) The color of the money**

***

How did you do? Let me know if you have any questions about any of the answers! 😊

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