Thursday, February 4

Personal Financial Planning

HOW MANY OF YOU HAVE CALCULATED YOUR NET WORTH?

HOW MANY OF YOU KNOW YOUR RETIREMENT AGE?

HOW MANY OF YOU HAVE DETERMINED YOUR RETIREMENT INCOME AND NEEDS?


The average American has answered none of the above questions...

The average American has not thought about retirement...

The average American saves no money.

The average American has some sort of debt.


Retirement Questions:
  1. What is your retirement age?
  2. How much Social Security will you receive?
  3. Do you have a 401K or other savings plan at work?
  4. Do you have any investments?
  5. Are you in good health and will you stay that way?
  6. How many homes will you buy and sell?
  7. How many vehicles will you buy and trade in?
  8. How many children will you have?
  9. Will you pay for their college education?
  10. How many companies will you work at?
  11. Will you relocate out-of-State?
  12. How much Life insurance do you have?
  13. How much car insurance?
  14. How much home owner's insurance?
  15. How much money do you save each year?
  16. Is your debt increasing or decreasing?
  17. Do you exercise and eat healthy?
  18. How much alcohol do you drink?
  19. Are you managing your stress?
  20. Do you drive the speed limits?


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