Quick Financial Checkup
How are you doing? If you answer "No" to any questions, follow the answers...
Financial Planning Basics:
I have prioritized my financial goals.
I see the “big picture” of my financial situation.
I am on track to accomplish my financial objectives.
Any No’s? Find your answers here.
Investment Planning:
I understand and am comfortable with the risk associated with my investments.
I am satisfied with my present rate of investment accumulation.
My investment portfolio is receiving the kind of return I need/expect.
Any No’s? Here are your answers.
College Planning:
I am saving for college using the most tax efficient methods.
I know how to qualify for merit and need-based aid.
I am using the best college funding plans for my situation.
Any No’s? Discover your answers.
Retirement Planning:
I’m on track to retire when I want to.
I understand the impact of inflation on my retirement planning.
I have outlined my financial future with specific, understandable projections.
Any No’s? Find your answers here.
Retirement Income Planning:
I know when to spend more money and when to spend less during retirement.
I know how much income I can expect my money to produce, and for how long.
I know the impact of taxes on my Social Security income.
Any No's? Here are your answers.