Fill out the following questions and press the submit button to see results:

  • Yes No   Are your vehicle and home insurance deductibles as high as possible?
  • Yes No   Do you have a liability umbrella?
  • Yes No   Do you have medical and disability insurance?
  • Yes No   Are you using only term life insurance?
  • Yes No   Do you have a current will or trust?
  • Yes No   Have you appointed guardians for your minor children?
  • Yes No   Do you have a place for important papers?
  • Yes No   Are you saving money on a regular basis?
  • Yes No   Are you compounding or reinvesting in a taxable account?
  • Yes No   Are you dollar cost averaging into mutual funds?
  • Yes No   Are you using only the stock market for building wealth?
  • Yes No   Are you using only real estate for building wealth?
  • Yes No   Are you using annuities to build wealth?
  • Yes No   Are you contributing to 529 plans or uniform gifts to minor's accounts?
  • Yes No   Are you contributing more than the match to 401(k)s and 403(b)s?
  • Yes No   Are you adding new money to IRAs and Roth IRAs?
  • Yes No   Are you counting opportunity costs?
  • Yes No   Are you learning how to use your death benefit while living?