Are you a Maverick? A Dreamer? Find your financial personality

(BPT) - When it comes to managing your finances, are you more likely to be spontaneous and optimistic or stick to a formal plan? Understanding your financial personality can be important on the journey to reaching your financial goals, whether it’s something short-term like buying a home or longer term like your dream retirement. For some of us it’s simply about finding a better balance between spending and saving.

According to Charles Schwab’s Modern Wealth Quiz, designed to help people get a better grasp on their saving, spending and investing habits, about 43 percent of Americans are “Dreamers” when it comes to their finances — they tend to live in the moment but can also feel unprepared for certain life events.

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