You and Your Money Survey

1. How comfortable are you with your financial security?

	Not at all	Getting by...	Doing OK	Pretty Good!	Completely fine, no worries
Pick what fits your feelings best:	*How comfortable are you with your financial security? Pick what fits your feelings best: Not at all	Pick what fits your feelings best: Getting by...	Pick what fits your feelings best: Doing OK	Pick what fits your feelings best: Pretty Good!	Pick what fits your feelings best: Completely fine, no worries

2. How does your financial situation compare to others in your age group?

How does your financial situation compare to others in your age group? Worse off than others

Not the worst, but it honestly could be better

I’d say about average

Better than most others

The best!

3. When you think of your finances, what is your greatest fear?

When you think of your finances, what is your greatest fear? Outliving my money

Leaving my kids with expenses or no inheritance

Not being able to live the lifestyle I want

Someone taking advantage of me and losing it

I have no fears

Other (please specify)

4. What do you think could be better?

What do you think could be better? Better security or protection

More varied investments

Easier access to cash

Higher earning rate, better yield on investments

Nothing, it’s fine the way it is

5. What opportunities do you regret having passed by?

What opportunities do you regret having passed by? Having made more aggressive investments

Not knowing the details, letting others take over

Not given more to charities or family when I could

Not having spent more of it doing things I always wanted to do

I took the best advantage of everything

Other (please specify)

6. What do you think is your biggest mistake in your financial planning?

What do you think is your biggest mistake in your financial planning? I didn’t save more over the long term

I didn’t start planning soon enough

I let someone else take control of the planning

I gave too much to others

I think I have planned well!

Other (please specify)

7. What do you still hope to do in your life?

What do you still hope to do in your life? I’d like to own a better house or other such items

I want to travel, etc. and enjoy!

Leave a large inheritance for family

Just be comfortable and not worry

I’m happy the way things are

Other (Be bold! It's safe to dream here.)

8. What do you need to do financially to achieve that goal?

What do you need to do financially to achieve that goal? I need the professional help of an advisor

Really need to start saving or investing

With a little judicious management, I can do it

Might need a few adjustments, but otherwise fine

No problem – I am currently achieving all my goals

9. I prefer getting information via:

I prefer getting information via: Audio cd

DVD

E-Books

Kindle Downloads

Audio File (MP3, etc.)

Print File Downloads (PDFs, etc.)

Regular US Mail

10. I like to read:

I like to read: Newspapers

Blogs

Ezines

Printed Magazines

Internet Articles

Subscribed Newsletters

Books of Advice

Specific Expert's Columns

11. Please share with us any comments you have regarding Ms Morrison’s presentation, this survey, or even a story with us. Your personal insights are most welcome!

Please share with us any comments you have regarding Ms Morrison’s presentation, this survey, or even a story with us. Your personal insights are most welcome!

You and Your MoneyExit this survey

1.

1. How comfortable are you with your financial security?

2. How does your financial situation compare to others in your age group?

3. When you think of your finances, what is your greatest fear?

4. What do you think could be better?

5. What opportunities do you regret having passed by?

6. What do you think is your biggest mistake in your financial planning?

7. What do you still hope to do in your life?

8. What do you need to do financially to achieve that goal?

9. I prefer getting information via:

10. I like to read:

11. Please share with us any comments you have regarding Ms Morrison’s presentation, this survey, or even a story with us. Your personal insights are most welcome!

You and Your Money
Exit this survey