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

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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.