Topics

Financial & Emotional Confidence Quiz

Have you ever wondered what the most satisfied and emotionally confident Americans are doing right? Take our Financial & Emotional Confidence Quiz to find out how confident you are today and what you can start doing to improve your financial confidence today.

Before we get started, please tell us a couple of things about yourself:

I identify as (select one)

I identify as

Male

Female

Other

My age range is (select one)

My age range is

18-24

25-34

35-44

45-54

55-64

65+

Start Quiz!

This quiz will test your financial and emotional confidence by prompting you to respond to a series of statements. By having a clear (and honest!) picture of where you are today, you can take action to get to where you want to be tomorrow.

How accurately do each of the following statements describe you?

I make every effort to be sure my financial expectations are realistic and achievable.

value:

I consider myself financially successful.

value:

I resent people who have more money than I do.

value:

I avoid dealing with my finances because it overwhelms me.

value:

How confident are you about each of the following aspects of your retirement?

	Not confident	Not very confident	Somewhat confident	Very confident
Knowing how much money you will need for health care expenses in retirement	Not confident	Not very confident	Somewhat confident	Very confident
Being ready for retirement financially	Not confident	Not confident	Not confident	Not confident

Knowing how much money you will need for health care expenses in retirement

Not confident

Not very confident

Somewhat confident

Very confident

Being ready for retirement financially

Not confident

Not very confident

Somewhat confident

Very confident

Does your household have a formal, written financial strategy for retirement to help you achieve your retirement income objectives?

Yes

Please indicate the extent to which each item is
a priority for your household.

Please indicate the extent to which each item is a priority for your household.

	Not a financial priority	Minor financial priority	Major financial priority
Having at least some guaranteed income, apart from Social Security, in retirement	Not a financial priority	Minor financial priority	Major financial priority
Saving to start or expand a business	Not a financial priority	Minor financial priority	Major financial priority
Paying off loans of any kind	Not a financial priority	Minor financial priority	Major financial priority
Saving for a major purchase or expenditure at some point in the future (such as a home, car or boat)	Not a financial priority	Minor financial priority	Major financial priority

Having at least some guaranteed income, apart from Social Security, in retirement

Not a financial priority

Minor financial priority

Major financial priority

Saving to start or expand a business

Not a financial priority

Minor financial priority

Major financial priority

Paying off loans of any kind

Not a financial priority

Minor financial priority

Major financial priority

Saving for a major purchase or expenditure at some point in the future (such as a home, car or boat)

Not a financial priority

Minor financial priority

Major financial priority

For each concept below, please indicate how well you think you need to understand it to be financially successful.

	Don’t need to understand at all	Don’t need to understand very well	Need to understand pretty well	Need to understand completely
Income replacement in retirement	Don’t need to understand at all	Don’t need to understand very well	Need to understand pretty well	Need to understand completely
Asset allocation	Don’t need to understand at all	Don’t need to understand very well	Need to understand pretty well	Need to understand completely
Compounding	Don’t need to understand at all	Don’t need to understand very well	Need to understand pretty well	Need to understand completely
Income replacement because of a disability	Don’t need to understand at all	Don’t need to understand very well	Need to understand pretty well	Need to understand completely
Risk tolerance	Don’t need to understand at all	Don’t need to understand very well	Need to understand pretty well	Need to understand completely

Income replacement in retirement

Don’t need to understand at all