Finance 101

Are you suffering from financial losses as a result of the recent economic downturn?

• Yes: I lost money in my investments because of the stock market.
• No: I kept my money safe.

Are you concerned about any of the following:

Please select all that apply.

• Too many bills or debts?
• Lack of savings or investments for retirement or kids' college education?
• Not having enough protection in the case of disability, long term illness or even death?

Do you carry any significant financial responsibilities?

Please select all that apply.

• Growing children
• Aging parents
• Mortgage

Are you concerned about the future of your job or career?

• Yes: My company is cutting back.
• No: My company never lays off their workers.

Do you feel that these financial terms are difficult to understand?

Please select all that apply.

• investments
• insurance
• debt
• inflation
• tax

Do you think there is a large number of people in our country who struggle financially and need help to improve their financial situation?

• Yes: Many are now struggling financially.
• No: Most are doing fine financially.

If you were to choose, what would you rather have?

• Better return for your money.
• Better safety for you money.

What is your ideal retirement age?

Please select all that apply.

• 40-49
• 50-59
• 60-70