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Find out how financially healthy you really are.

Answer a few quick questions and get your personalized wealth score instantly.

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1.
How much of your income do you save?
A. At least 20–30%
B. Less than 10%
C. No savings
D. I don’t track savings
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2.
Do you have an emergency fund that covers at least 6 months of expenses?
A. Yes
B. No
C. I have less than 3 months
D. I have a savings account but not specifically for emergencies
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3.
Is your debt repayment plan well-defined?
A. Yes
B. No
C. I don’t have any debt
D. I am unsure about my plan
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4.
Which of the following best describes your insurance coverage?
A. I have pure term insurance
B. I don’t have any insurance
C. My life insurance cover is less than my annual income
D. I rely solely on health insurance from my employer
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5.
What are your plans regarding retirement?
A. I am actively planning for retirement
B. I haven’t thought about it
C. I plan to rely on social security
D. I have no idea about retirement planning
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6.
Do you have a written Will?
A. Yes
B. No
C. I have a verbal agreement
D. I don’t think I need one
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7.
Does your family know about your investments?
A. Yes
B. No
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8.
Have you assigned nominees to all your assets?
A. Yes
B. No
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