Assessing Your Financial Literacy – Modern Wealth Management [Video]

Assessing Your Financial Literacy

Key Points – Assessing Your Financial Literacy

• April Is Financial Literacy Month
• How Do You Think Your Financial Literacy Stacks Up to Two of Our Managing Directors?
• Reviewing Some Eye-Popping Financial Literacy Statistics from a 2023 Zippia Study
• See How You Do on FINRA’s Financial Literacy Quiz and How Many Yeses You Get on Our Retirement Plan Checklist
• 4 Minutes to Read | 23 Minutes to Watch

It’s Financial Literacy Month

April is an important month in the wealth management industry, especially with Tax Day coming up on April 15. Taxes are one of our financial planning pillars at Modern Wealth Management, and they play a big role in the other three pillars—estate planning, investment management, and risk management. If you took a financial literacy quiz that covered all four pillars, how do you think you would fare?

Well, we’re glad you asked. It’s a fitting time to take such a quiz considering that April is Financial Literacy month.₁…