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What’s Your Wealth Score? Take the Quiz!

How well do you manage your finances and investments? Are you on track to meet your financial goals?

You can take the Schwab Modern Wealth Index quiz to see how you rank compared to your peers!

The quiz consists of 16 multiple-choice questions. Please note that some questions may not be relevant to individuals who have already retired or achieved financial freedom. At the end of the survey, you will be prompted to add your information to the contact form. You can just leave everything blank and click the button below to move on to your score.

So what is the Modern Wealth Index? It’s a survey based on Schwab’s Investing Principles that explores the savings and investing habits of Americans. The survey is composed of over 50 financial behaviors and attitudes – each assigned a range of points depending on the level of importance.

Click here to see results from the survey of Chicago participants.

Do you live in a major city? How well did you score? Let us know if you would like the results for another major city in the comments below.

What You Can Do To Increase Your Wealth Index Score

This is the best in history for women to learn how to invest. The markets are volatile, mergers and acquisitions are frequent, and political friction is increasing uncertainty. It’s the best time for women to dive in and explore the markets because we’re not looking at a straight investment path. You have to think more strategically in this environment. And when you can learn how to navigate a period of turbulence, you unlock another level of possibilities that you can tap into as an investor. You also develop the financial acumen needed to become the next woman CEO!

If you are just starting your investment journey, join The Dividend InvestHER: Living Off Dividends Club to gain the foundational skills and market insights you need to build your first investment portfolio.

About Charlene Rhinehart, CPA

Charlene Rhinehart is a Certified Public Accountant, Founder of Wealthy Women Daily, and Editor-in-Chief of the Dividend InvestHer and The Wealthy Woman Investor. Charlene is currently the Chair of the Illinois CPA Society Taxation Individual Committee. With over a decade of experience in the financial services industry, Charlene is one of the few leaders who design insights specifically for the woman investor. Charlene’s work has been featured in a variety of publications including the Huffington Post, Black Enterprise, and the American Institute of Certified Public Accountants. In 2019, Charlene released her book “Dividends Are a Queen’s Best Friend”, on Amazon.

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