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"It is not because things are difficult that we do not dare; it is because we do not dare that they are difficult."
Seneca (3 B.C. - 65 A.D.)
Quiz - Do You Need a Money Club?
Fill out the Survey
YES
NO
1.
Do you know your approximate net worth (the total of your assets minus the total of your liabilities)?
2.
Do you know your monthly household income?
3.
Do you know your monthly household living expenses?
4.
Do you have a major credit card in your own name?
5.
Do you have your own bank account?
6.
Do you regularly pay the bills for your household?
7.
Do all of your family members have health insurance?
8.
Are you contributing the maximum to a retirement account (IRA, 401(k), 403(b), etc.) in your own name?
9.
Do you save at least 10 percent of your monthly household income?
10.
Do you know what your savings and investment objectives are?
11.
Do you know how to evaluate the level of risk that's acceptable for your investments?
12.
Have you personally made any investments (stocks, bonds, mutual funds, real estate) in your own name?
13.
Do you own your own home or plan to buy one within the next five years?
14.
Do you have a plan for replacing your income if you become disabled?
15.
Do you know your projected retirement benefits under your and your spouse's pension plan and Social Security?
16.
Do you expect to have enough financial resources to retire comfortably in the event that you are alone?
17.
Do you know if you are the beneficiary of any life insurance?
18.
Do you have adequate life insurance for your beneficiaries?
19.
Do you have a will?
20.
Do you have relationships with good financial, legal, and tax professionals?
Scoring:
You get five points for every "yes" answer.
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