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Financial Literacy Quiz

How financially literate are you?

Can you correctly answer at least half the questions on a basic financial literacy quiz?

Most folks can’t.1

And more folks than ever before are failing this quiz.

Will you?

A simple financial literacy quiz can really put your money smarts to the test.

It’s a quick and easy way to see what you really know about the basics of finance — and if there could be gaps in your knowledge.

It’s just seven questions.

Click here to take the 2-minute quiz now!​

After you read through these tips, please feel free to email me with any questions or insights that you have.

SEE FINANCIAL SPRING CLEAN TIPS

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New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

Massive changes introduced by recent laws have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) Not taking full...

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