Discovery Part 2 — Investment & Financial Knowledge

Discovery Part 2

This section is designed to set a baseline regardig your familiarity with investment, risk management, tax, estate, and other key finanical concepts, tools, techniques, and the professionals involved. Please honestly rate your understanding of each. A 5 represents the equivalent of professional knowledge and experience.

Investment, Risk, Tax, and Planning Literacy Brokerage Account — How well do you understand? IRAs — How well do you understand? Roth IRAs — How well do you understand? 401(k) — How well do you understand? 403(b) — How well do you understand? 457 Plans — How well do you understand? Defined Benefit Pensions — How well do you understand? Individual Shares of Stock — How well do you understand? Individual Shares of Bonds — How well do you understand? Individual Shares of Crypto Currency — How well do you understand? Mutual Funds — How well do you understand? Exchange Traded Funds — How well do you understand? Real Estate Investment Trusts — How well do you understand? Variable Annuities — How well do you understand? Immediate Annuities — How well do you understand? Fixed Deferred Annuities — How well do you understand? Your Residence - Paid For — How well do you understand? Buying Your Residence - Mortgage Obligation — How well do you understand? Residential Rental Property — How well do you understand? Commercial Rental Property — How well do you understand? Limited Partnerships — How well do you understand? Life Insurance — How well do you understand? Disability Insurance — How well do you understand? Long-Term Care Insurance — How well do you understand? Umbrella Liability Insurance — How well do you understand? Private Equity — How well do you understand? Precious Metals — How well do you understand? Art and Other Collectibles — How well do you understand? Investment Advisor — How well do you understand? Broker — How well do you understand? Insurance Agent — How well do you understand? Wills & Pour-Over Wills — How well do you understand? Revocable Living Trusts — How well do you understand? Financial Durable Powers of Attorney — How well do you understand?