What's Your Financial Fitness Score?

10 questions. 2 minutes. Find out where you're leaving money on the table.

0 of 10 answered10 remaining

1.Do you have an emergency fund covering 3+ months of expenses?(15 pts)

YesNo

2.Do you have a brokerage account?(12 pts)

YesNo

3.Do you contribute to a Roth IRA or other retirement account?(12 pts)

YesNo

4.Are you debt-free (excluding mortgage)?(10 pts)

YesNo

5.Do you have adequate health and life insurance?(8 pts)

YesNo

6.Do you have a will or estate plan?(5 pts)

YesNo

7.Do you follow a monthly budget?(10 pts)

YesNo

8.Is your investment portfolio diversified across asset classes?(10 pts)

YesNo

9.Have you done any tax optimization (tax-loss harvesting, Roth conversions)?(8 pts)

YesNo

10.Are you maxing out your employer's 401(k) match?(10 pts)

YesNo

Answer all questions (10 left)