Are You a Money Master or Budget Buster?

Take this fun quiz to see how well you really manage your money—from rainy day funds to retirement dreams!

Budgeting:

I actively follow a detailed personal budget, which includes allocations for savings, investments, and discretionary spending. *

Yes

Savings Account:

I not only have a high-yield savings account but also regularly contribute a set percentage of my income to it. *

Yes

Debt Management:

I am either debt-free or have a clear picture of all my debts, including amounts owed, interest rates, and due dates. I have chosen a debt repayment strategy (e.g., snowball or avalanche method) and use automated tools for regular payments. *

Yes

Credit Health:

I know my current credit score and am actively working on or maintaining a score that I am satisfied with. *

Yes

Investing Experience:

I have invested in the stock market and regularly review and adjust my portfolio based on market conditions and my financial goals. *

Yes

Retirement Planning:

I have established a retirement plan and am on track with my contributions, understanding the impact of these savings on my future financial security. *

Yes

Estate Planning:

I have set up comprehensive estate planning, including a will and/or trust, to ensure my assets are distributed according to my wishes. *

Yes

Emergency Fund:

I maintain an emergency fund that not only covers at least three months of expenses but is also readily accessible in case of unexpected financial needs. *

Yes

Financial Education:

I have participated in financial education courses and continually seek out opportunities to enhance my understanding of personal finance to make informed financial decisions. *

Yes

Investment Diversification:

I have diversified investments across various asset classes (including real estate, stocks, bonds, and cryptocurrencies) to balance risk and optimize returns. *

Yes

Almost Done! Ready to see your score?

Enter your details to see your results instantly on the next screen.

First Name

Email *