Financial Confidence Quiz Step 1 of 19 5% How financially confident are you? We all have things that keep us up at night – a number of which might revolve around our finances. Whether you worry about the economy, your family’s well-being, or having enough money to retire, you are not alone. Clearview Wealth Management has built a financial confidence tool designed to give you peace of mind, or to get you thinking if there are areas of your financial life that may not be getting the level of attention they deserve. To take the financial confidence quiz, please start by entering your first name below, and then choose the option that best matches how you feel about each statement that follows.Name* First Last 1. Overall, I feel very confident with my current financial situation.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 2. I have 10 years or more before I will need to begin drawing on my investment accounts.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 3. I have sufficient cash reserves to cover a large, unexpected expense (such as a major car repair or short term job loss).*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 4. I am comfortable with my current level of debt.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 5. I contribute regularly to my retirement plan at work. At a minimum, I take advantage of my company match if there is one.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 6. I am currently saving, or have the ability to save, each month in addition to my retirement plan(s) at work.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 7. I am confident that I will not run out of money during my lifetime.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 8. I am invested in the equity markets and have exposure to multiple asset classes (Bonds, U.S. Equities, International Equities, Cash, etc.)*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 9. I feel confident that if something happened to me (death or disability) my family would be financially secure.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 10. I fully understand the tax impact of actions taken within my investment portfolio (for example: contributions that are deductible, capital gains taxes, tax penalties for early withdrawals, etc.)*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 11. I am proactive about saving money on my taxes.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 12. I have a current, executed Last Will and Testament and fully understand how my assets will pass to my heirs.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 13. I have current, executed Power of Attorney (POA) documents and I feel confident the agents I have chosen will make decisions according to my wishes.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 14. I understand the benefits available through my employer, and I am confident I am maximizing these benefits appropriately.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 15. I have health insurance (individual or employer provided) and am confident my coverage is appropriate for me and my family.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 16. I have a plan to pay for college education for my children and/or grandchildren.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A 17.Money is never a source of conflict in my marriage or partnership.*Strongly AgreeAgreeDisagreeStrongly DisagreeN/A Thank you for completing Clearview Wealth Management’s Financial Confidence quiz! Please enter your email address below to receive your results.TotalEmail*