FINANCIAL WELLNESS
How is yours?
We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road.
The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.
Try this six-question quiz to get a better sense of your financial wellness.
Financial Wellness Questionnaire
Helpful Content
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Ascertaining the value of your business is important for a variety of reasons.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Four Steps to Valuing an Estate
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Estate Management Checklist
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Estimate your monthly and annual income from various IRA types.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A presentation about managing money: using it, saving it, and even getting credit.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Consider These 3 Things Before Driving Off the Lot
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Jane Bond: Scaling the Ladder
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