Are you making the right decisions with your money?
Take this 2-minute assessment to discover where you can improve with your finances.
What best describes your situation?
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How much do you keep set aside for emergencies or unplanned expenses?
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How much are you saving for retirement?
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What types of retirement savings vehicles do you utilize? (Select all that apply.)
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Other than retirement, what financial goals do you want to accomplish? (Select all that apply.)
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What was your total household income, before taxes, last year? Select the range that best fits.
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What is the approximate total of your investable assets?
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To protect my financial well-being, I have (Select all that apply)
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Please select your age range below.
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Overall, when I think about my household finances, I feel
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What financial goals do you want to accomplish in retirement? (Select all that apply.)
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To protect my financial well-being, I have (Select all that apply)
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What sources of income do you currently have in retirement? (Select all that apply)
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What is the approximate total of your investable assets?
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How do you manage investments?
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Are your savings invested in a way that is right for you?
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Please select your age range below
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