Are you Financially Fit?

16 Dec 2014

Well, it’s the time of year in which we reflect on what has passed and look ahead to a new year fast approaching. It’s also a great time of the year to see if you are financially fit. Take this short quiz to see how you are doing:

Answer Yes or No to the following:

  1. I contribute to my retirement plan at work at least to get the matching contribution.
  2. I rebalance at regular intervals whether the market is up or down.
  3. I have a Will and have included any advanced directives. I have all my financial/insurance documents in once place, easily available for my significant other or loved ones to find if needed.
  4. I have an increased sense of financial confidence because I have a Personal Financial Plan.
  5. I understand, at the end of the day that it is only money; I value my relationships with other people and the time I spend with them more than money.
  6. I have a personal fair rate of return goal and I know what I need to earn each year to achieve financial success.

If you answered with:

0 Yes’s – Then you may need a therapist, not a financial advisor 🙂

1-3 Yes’s – You are getting close but could still use some help

4-5 Yes’s – Super job! Keep focused and good things will happen

6 Yes’s – You “get it” and I am sure that you are on track for an enjoyable retirement


Jeffrey Johnston

Jeff has over 30 years of experience in the investment industry. He currently holds his FINRA Serices 6, 63, 66, 7, 24 & 51 licenses with LPL Financial as well as his health and life insurance licenses.