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Financial Fitness Quiz

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Find out how you stack up by answering these 18 simple questions.

01 | I have enough money every month to pay my bills

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02 | I keep good records of important documents (e.g., tax forms, insurance policies and financial documents).

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03 | I have money set aside for an emergency (for example, if my car breaks down).

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04 | I have money set aside to cover at least a few months of living expenses if I lose my job or become disabled.

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05| I pay close attention to my financial statements.

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06 | Part of my income automatically goes to savings.

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07 | I contribute to a retirement account.

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08 | I pay off my credit card(s) in full every month.

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09 | I know how much debt I have, including credit cards, mortgage, car loan, student loans, etc.

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10 | My debt is manageable for me.

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11 | I have a good system for tracking my spending.

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12 | When it comes to investing, I understand how to diversify my money.

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13 | I have health insurance to cover my medical expenses.

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14 | I've reviewed my credit report within the last 12 months.

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15 | I have an up-to-date will.

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16 | I have insurance to cover me if I become disabled and can’t work.

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17 | I know how much of my money goes to taxes.

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18 | How old are you?

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