The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.
01

I have enough money every month to pay my bills.

02

I keep good records of important documents (e.g., tax forms, insurance policies and financial documents).

03

I have money set aside for an emergency (for example, if my car breaks down).

04

I have money set aside to cover at least a few months of living expenses if I lose my job or become disabled.

05

I pay close attention to my financial statements.

06

Part of my income automatically goes to savings.

07

I contribute to a retirement account.

08

I pay off my credit card(s) in full every month.

09

I know how much debt I have, including credit cards, mortgage, car loan, student loans, etc.

10

My debt is manageable for me.

11

I have a good system for tracking my spending.

12

When it comes to investing, I understand how to diversify my money.

13

I have health insurance to cover my medical expenses.

14

I've reviewed my credit report within the last 12 months.

15

I have an up-to-date will.

16

I have insurance to cover me if I become disabled and can’t work.

17

I know how much of my money goes to taxes.

18

How old are you?