Retirement $tress Test - The Three Little Pigs Test

10 Questions | Total Attempts: 146

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The Three Little Pigs Quizzes & Trivia

Check the following statements that apply to you to determine how your financial foundation would survive the Big Bad Wolf.


Questions and Answers
  • 1. 
    I understand how the taxation system and the brokerage and banking industries pertain to me and how I can use these systems to my full advantage.
    • A. 

      YES

    • B. 

      NO

  • 2. 
    I know that I am paying the least amount of tax legally possible.
    • A. 

      YES

    • B. 

      NO

  • 3. 
    I feel that every year all available techniques to benefit my situation are fully explained.
    • A. 

      YES

    • B. 

      NO

  • 4. 
    I spend as much as I want without worry of running out of money.
    • A. 

      YES

    • B. 

      NO

  • 5. 
    I have clear, written goals and plans to achieve them.
    • A. 

      YES

    • B. 

      NO

  • 6. 
    I have reviewed all the hybrid investment techniques developed in the last 5 years.
    • A. 

      YES

    • B. 

      NO

  • 7. 
    I know how much, within $100, I pay in tax as a result of my investments.
    • A. 

      YES

    • B. 

      NO

  • 8. 
    I understand how the tax law changes of July 2001 (EGTRRA) affect my family.  I have utilized it to pass on a significantly higher percentage of my assets to my heirs.
    • A. 

      YES

    • B. 

      NO

  • 9. 
    I have reviewed all long-term care options (LTC Insurance, Asset Backed Protection, Kennedy-Kassenbaum Plan) and am comfortable with my selection.
    • A. 

      YES

    • B. 

      NO

  • 10. 
    I’m in control of my financial fate, NOT the other way around.  I control my finances; my finances do not control or limit me.
    • A. 

      YES

    • B. 

      NO

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