What is your current state of financial wellness? Take this quiz and feel free to share with friends and family.
FINANCIAL WELLNESS QUESTIONAIRE: (Answer YES/NO, if you’re not sure then the answer is probably ‘no’)
- Are you happy and satisfied with your money situation?
- Do you have a solid retirement plan besides social security?
- Do you have plenty of money each month for all your expenses? Particularly, housing, food, clothing, transportation?
- Do you use cash (or cash equivalent) for everything?
- If you have credit cards, do you pay the full balances off each month?
- Do you have more than three month’s salary saved and could you pay cash (or cash equivalent) for an emergency expense over $1000 if it happened today?
- After you pay all your expenses each month, are you able to save money each month toward major purchases, vacations, home expenses, medical needs, retirement, etc?
- Do you plan a budget each month and stick to it?
- Do you have a credit score of 750 and above?
To see how you are doing, click HERE.