Name: Personal Financial Tool Kit - Quiz
SKU: 514
Availability: InStock

Have you educated yourself on financial planning and retirement? Yes No

Do you have $1,000 in case of an emergency? Yes No

Do you know what your risk tolerance is and how to invest? Yes No

Are you protected against identity theft (a crime that has impacted more than 60 million Americans)? Yes No

Do you have money saved for legal services in case you become a party to a lawsuit, for traffic violations, divorce and more? Yes No

Do you understand how different investment vehicles (stocks, bonds, mutual funds, real estate, etc.) work? And the potential tax impact of each? Yes No

Have you planned your estate? (Your estate includes your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions and more.) Yes No

Do you have good or bad credit card debt? Yes No

Do you have a will or trust in place to protect your family and business if something were to happen to you? Yes No

Do you have a plan in case of an emergency? Yes No

Personal Financial Tool Kit – Quiz

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Description

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Debt Report Data Form

Current Concerns

Real Estate

Personal Residence Information:

Other Property Owned:

Debt Related

Insurance

Husband Life Insurance

Permanent or Term

Wife Life Insurance

Permanent or Term

Income & Expenses

Monthly Gross Income Husband

Monthly Gross Income Wife

Investment Accounts: Non-Qualified Accounts, Qualified Accounts, Savings Accounts

List account type IRA, Roth, 401k, 403b, 457, Savings, etc.

For all accounts please list the Financial Institution, The Account Type, The Account Value, The Monthly Contribution and if the Account Value and Monthly Contribution are Available.

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Personal Financial Tool Kit – Quiz

Get Started Today

Description

Reviews

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