According
to new research, the healthiest and happiest people share seven financial
health habits. Are you exercising these financial habits? Or could
your personal health habits be standing in the way of achieving
balance in your life? Take our quiz and see how you score.
Financial Health
Using the following scale, how much do you agree or disagree with
the following?
Strongly Agree = 5 points
Somewhat agree = 4 points
Neutral = 3 points
Somewhat disagree = 2 points
Strongly disagree = 1 point
- I am comfortable with my level of knowledge about
financial matters.
- I am confident that I have enough money to maintain
a comfortable lifestyle throughout retirement.
- I have the financial resources to pay off my credit
cards every month and stay out of debt.
- I have taken steps to protect myself and my family’s
wellbeing from financial misfortune through appropriate insurance
(life insurance, disability insurance and/or long-term care insurance).
- I have a written plan in place that addresses
short- and long-term financial goals.
- I am actively taking steps to make sure I achieve
my financial goals.
- I have enough income to maintain a comfortable
lifestyle even if I become disabled and cannot work.
- I am confident about achieving the financial goals
that I have for myself and my family.
- I will not lose most or all of my savings/assets
to pay for long-term care if I, or a family member, needs such
care.
- I consult with a financial professional on an
annual basis, or as my financial situation changes.
Total points =
Health & Personal Wellbeing
Using the following scale, how much do you agree
or disagree with the following?
Strongly Agree = 5 points
Somewhat agree = 4 points
Neutral = 3 points
Somewhat disagree = 2 points
Strongly disagree = 1 point
- My life has not much stress or just the
right amount of stress.
- I do not experience stress symptoms such as muscle
tension, low energy, fatigue or trouble sleeping.
- I would describe myself as confident, optimistic,
hopeful and cheerful.
- I am typically happy to extremely happy.
- I feel that I am in very good to excellent health.
- I engage in vigorous physical exercise at least
2-4 times a week.
- I always try to choose healthy foods and beverages.
- I am happy with my current weight.
- I do not smoke.
- I feel that right now I am living the best possible
life.
Total Points =
Click here to see what your
score means >>

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