1.
What would you like to learn more about?
(Please check all that apply)
Buying a house
Saving for retirement
Dealing with debt
Credit and credit scores
Increasing my savings
Managing everyday expenses
Investing or growing your wealth
None of the above
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2.
Do you know your monthly cash flow (your monthly income and expenses)?
Yes, I know how much money I have coming in and going out each month
I have some idea, but could pay more attention
I don't keep track of my monthly cash flow
I don't need to track my monthly cash flow
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3.
In a typical month, how hard is it to cover your expenses and pay your bills?
Not at all difficult
Somewhat difficult
Very difficult
I'm not sure
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4.
Do you often make unplanned purchases?
Not usually
Every once in a while, but it doesn't stop me from taking care of expenses
Sometimes, and I usually regret it
Frequently, and it makes my monthly expenses harder to cover
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5.
How would you pay for a large, unexpected expense?
Use money from my savings or emergency fund
Go into debt to pay for it (credit card, line of credit, payday loan)
Borrow from friend or family
I have no idea what I would do
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6.
Do you know your credit score?
Yes, I know or have a good idea of my score
Not sure, it’s been a long time since I checked
No, I don't
I'm not sure what a credit score is
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7.
How are you planning to pay down your current debt?
I currently don't have any debt
I'm currently paying above the minimum payments each month
I make the minimum payments each month
I'm overwhelmed by my debt and don't know where to start
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8.
How do you feel about investing?
I don't invest and don't want to
I don't invest yet, but would like to get started
I have some investments, but think I could learn more
I have my investments covered
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9.
Have you started saving for retirement?
Retirement is a long way away, I haven't started yet
I've started thinking about it, but not sure where to start
I've started saving, but think I could be doing more
I'm confident about my retirement
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