Working and Have a Family

1. Have you considered how you want to spend your retirement years?

2. Do you have a concrete plan to achieve your retirement goals?

3. Have you identified the exact age you want to retire?

4. Do you have a budget plan for your retirement?

5. Aside from your job, do you have other sources of income?

6. Do you have investments?

7. Do you have life insurance?

8. Do you have a plan for your children's education?

9. Do you know how much you will get from your social security?

10. Are you getting help from a financial advisor?

1. For every income that you earn, how much do you set aside for your retirement fund?

2. Do you keep track of your monthly spending?

3. Which of the following statements best describes how you handle your finances?

4. Describe how you pay off your credit card or other debts with high interest rate

5. How much financial support do you get from your investments?