Before we get started, please tell us a couple of things about yourself:

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This quiz will test your financial and emotional confidence by prompting you to respond to a series of statements. By having a clear (and honest!) picture of where you are today, you can take action to get to where you want to be tomorrow.

This quiz will test your financial and emotional confidence by prompting you to respond to a series of statements. By having a clear (and honest!) picture of where you are today, you can take action to get to where you want to be tomorrow.

How accurately do each of the following statements describe you?

I make every effort to be sure my financial expectations are realistic and achievable.
I consider myself financially successful.
I resent people who have more money than I do.
I avoid dealing with my finances because it overwhelms me.

How confident are you about each of the following aspects of your retirement?

  Not confident Not very confident Somewhat confident Very confident
Knowing how much money you will need for health care expenses in retirement
Being ready for retirement financially

Knowing how much money you will need for health care expenses in retirement

Being ready for retirement financially

Does your household have a formal, written financial plan for retirement and a strategy for achieving your retirement income objectives?

Please indicate the extent to which each item is
a priority for your household.

  Not a financial priority Minor financial priority Major financial priority
Having at least some guaranteed income, apart from Social Security,
in retirement
Saving to start or
expand a business
Paying off loans
of any kind
Saving for a major purchase or expenditure at some point in the future (such as a home,
car or boat)

Having at least some guaranteed income, apart from Social Security, in retirement

Saving to start or expand a business

Paying off loans of any kind

Saving for a major purchase or expenditure at some point in the future (such as a home, car or boat)

For each concept below, please indicate how well you think you need to understand it to be financially successful.

  Don’t need to understand at all Don’t need to understand very well Need to understand pretty well Need to understand completely
Income replacement
in retirement
Asset allocation
Compounding
Income replacement because of a disability
Risk tolerance

Income replacement in retirement

Asset allocation

Compounding

Income replacement because of a disability

Risk tolerance

For each concept below, please indicate how well you actually understand it.

  Don’t understand
at all		 Don’t understand
very well		 Understand
pretty well		 Understand
completely
Income replacement in retirement
Asset allocation
Compounding
Income replacement because of a disability
Risk tolerance

Income replacement in retirement

Asset allocation

Compounding

Income replacement because of a disability

Risk tolerance

Done!

Disclaimer

These quiz questions are a representative sample of a larger survey study, and your responses have been used to indicate which Financial and Emotional Confidence segment may best represent your current financial attitudes and priorities.