Integrated Financial Training: Westchester NY

Empowering you to Manage your Money and your Happiness



Financial Quiz

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Minimal work, maximum financial gain.

+ What is the most important tool for financial decisions? Knowing this can save $5-10,000 per adult annually for entire life*
+ What is the time value of money? The mathematics here drives all financial decisions.
+ How does a contemporary financial plan cover the key issues? Knowing this can also save you $5-10,000 per year as in question 1
+ I get nervous with financial crisis. How can I get more comfortable?
+ How do you figure out if your new home purchase is part of the next real estate bubble? Knowing this could save you 25% ov the value of your home*
+ How do you figure out whether it makes sense to refinance a mortgage? Knowing this could save you 12.5% of value of loan less closing costs*
+ How do you figure the value of securing your housing costs through owning a home and a fixed rate mortgage loan?
+ How do you measure the economic value of a college degree? Knowing this can save up to $100,000 in tuition*
+ What are the key factors in determining whether to use a Roth or regular IRA? Knowing this can save $45,000/adult*
+ Does it make sense to buy municipal bonds through a fund or directly? Knowing this could save up to 3-5% value of investment*
+ Is it better to invest in an index fund or actively managed mutual fund? Knowing this can save you fees of $15,000 on a long term $10,000 investment*
+ How can I value the tax benefits of a variable annuity with tax deferral? Knowing this can provide the same benefit as the last question.
+ What are the best and worst ways to borrow money? Knowing this can save you $7,000 interest on a $5,000 loan*
+ How much money do I need to have available in an emergency?
+ When spending down my assets in retirement, what can I do to be sure I have enough to live on?
+ I am getting divorced; how do I deal with the cost of two homes efficiently?
+ How much life insurance do I need?


If these questions were difficult, read about our financial education services first. If you did not find these questions challenging, our free ebook and supporting articles may be of particular interest.

Legal - The purpose of this site and all services offered are educational in nature and not to provide any investment advice, planning or recommendations of any securities. The purpose is to educate you to make your own financial decisions, or prepare you to evaluate your financial advisors with confidence so you can gain trust in the services they provide.





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