Personal finance is much broader than budgeting or choosing investments. A comprehensive financial life may involve cash flow, credit, debt, taxes, insurance, retirement, Social Security, Medicare, estate planning, investments, employee benefits, real estate, business ownership, and many other specialized decisions.
No one is expected to be an expert in every area.
The FLB Financial Confidence & Literacy Assessment™ is an educational financial-planning tool. It is not a professional examination, credential, guarantee of financial success, or substitute for personalized financial, investment, tax, legal, insurance, or accounting advice.
Results are based on your responses and the educational questions included in this version of the assessment. A higher or lower score does not determine a person's intelligence, character, financial worth, or ability to achieve financial goals.
Financial laws, tax rules, insurance provisions, investment conditions, and planning strategies may change. You should consult appropriately qualified professionals before implementing material financial decisions.
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