SINCE PROMOTING financial literacy is a lifelong personal mission, I’m always looking for ways to encourage self-assessments to determine if more education is needed.

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A favorite resource of mine is Annamaria Lusardi of the George Washington University School of Business. Together with Olivia Mitchell of the Wharton School of the University of Pennsylvania, Lusardi published an October 2011 paper, “Financial literacy around the world: an overview.”

Julie Jason, JD, LLM, is an author and personal portfolio manager at Jackson, Grant of Stamford, Conn. She welcomes questions and comments at