facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Participate in a Survey or
Self-Assessment Quiz

From time to time, Julie Jason posts surveys and quizzes to provide readers with an opportunity to self-assess their levels of financial literacy and investment knowledge, to understand motivations for reading her books or columns, to learn what topics are most enjoyable to read, and to engage in a dialogue with her readers. We encourage you to participate in any of the following:



  • Retirement Preparation Survey: Take this survey mentioned in Julie Jason's February 2020 column to let us know how you prepared or are preparing for retirement. You also have the opportunity to share your experiences about finding the right kind of help at this stage of your investment life cycle.
  • Financial Literacy Quiz #1: "Big Three": Take this quiz, created by professors Annamaria Lusardi and Olivia S. Mitchell (2011 National Bureau of Economic Research paper, "Financial literacy around the world: an overview"). You will get your score when you complete the quiz. Your results will help you assess your level of financial literacy concepts, discussed in Julie Jason's February 2020 column on the "Big Three." 
  • Financial Literacy Quiz #2: "Basic Questions": Take this quiz, created by professors Annamaria Lusardi and Olivia S. Mitchell (2017 Quarterly Journal of Finance paper, "How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness"). You will get your score when you complete the quiz. Your results will help you assess your level of understanding of BASIC financial literacy concepts, discussed in Julie Jason's February 2020 column. 
  • Financial Literacy Quiz #3: "Sophisticated Questions" Take this quiz, created by professors Annamaria Lusardi and Olivia S. Mitchell (2017 Quarterly Journal of Finance paper, "How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness"). You will get your score when you complete the quiz. Your results will help you assess your level of understanding of SOPHISTICATED financial literacy concepts, discussed in Julie Jason's February 2020 column. 


Please email readers@juliejason.com if you would like a copy of the column or Forbes.com post in which the survey or quiz was originally mentioned. 


RESULTS