Personal Finance Questionnaires

Do you want to assess your financial health? Check this section often for our expanding list of questionnaires and checklists designed to see just how strong you are financially. We suggest you begin your self analysis with The Four Questions of Life. Each questionnaire gives your score so you can begin tracking your progress.

Retirement accounts are infested with nasty taxes. The potential for expensive penalties abound. How well do you understand the taxation world of IRA's, 401(k) plans, and the like? Take our 10-minute quiz to see how easily you can spot tax traps.

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