Answer the questions below. For each item, select an option. When finished, click the "Submit" button.
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2. Do you limit your spending on nonessential items, like meals out and recreation?
3. Are you saving enough money each month to pay for future major purchases, such as a new home, new auto, or college costs?
4. Do you currently have enough saved to pay for this year's major expenses, such as vacations or gifts?
6. Do you have the lowest possible interest rates on all consumer and mortgage loans?
8. Was your taxable investment income less than $1000 last year?
10. Do you contribute enough to your company savings plan to receive the maximum company match if offered?
11. Is your investment portfolio properly allocated between stocks, bonds, and cash?
12. Are you earning the best possible returns on your savings and investments?
14. Do you have high limits and the proper deductible on your auto and home owners insurance?
16. Are you saving enough money each month to accumulate the amount you will need by retirement?
18. Are all assets titled correctly?
19. Do you maintain an organized record keeping system?
20. Have you reviewed your entire financial picture with a trusted advisor in the last two years?
