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Check if you are:
Retired
Not planning to send a child to college
Question 1
Generally speaking, how do you rate your overall level of financial security?
Question 2
Over the past two months, have you set aside any money for savings or investments?
Question 3
When it comes time to retire, how likely is it that you will have enough money to enjoy a comfortable retirement?
Question 4
When the time for college arrives, how confident are you that you will have enough financial resources to send your children to college?
Please select
excellent
good
fair
poor
not sure
Please select
yes
no
not sure
Please select
very likely
somewhat likely
not very likely
not at all likely
not sure
Please select
very confident
somewhat confident
not very confident
not at all confident
not sure
Question 5
If you died or were disabled today, how confident are you that your family would be able to live comfortably?
Question 6
How confident are you that your house, car and possessions are adequately insured if they are badly damaged or destroyed?
Question 7
Think for a moment about all the money you owe to others including mortgages, car loans, credit cards, and other debt. How confident are you in your ability to pay all of these debts as they come due?
Based on a
0-100 scale
Compare to the national Index
Please select
very confident
somewhat confident
not very confident
not at all confident
not sure
Please select
very confident
somewhat confident
not very confident
not at all confident
not sure
Please select
very confident
somewhat confident
not very confident
not at all confident
not sure