Smart Finance Quiz

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Why you need a financial plan

Why You Need a Financial Plan Part 3

In this series so far we covered how a financial plan can help you optimize your Social Security benefits. Click here to read part 1 and part 2. With advances in technology, you can easily analyze and compare different strategies and the results that follow. The purpose of a financial plan is to discover and establish […]
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SMART Financial IQ Quiz

To make good financial decisions, people need to not only have a basic knowledge of finances, but also be equipped with the skills to apply this knowledge. The FINRA Investor Education Program recently gave a five question SMART financial quiz. 75% of US adults taking the test stated that they were pros at managing their […]
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A Test Of Your Financial Smarts

To make good financial decisions, people need to not only have a basic knowledge of finances, but also be equipped with the skills to apply this knowledge. The FINRA Investor Education Program recently gave a five-question financial quiz. Seventy-five percent of U.S. adults taking the test stated that they were pros at managing their finances, […]
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