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Choose one of the icons that best describe your situation to the questions below.

Your Financial Security

My life is free from financial worry

I have the income to support my desired lifestyle

I feel secure about my financial future

I am on top of my finances

0

TELL US ABOUT YOUR RETIREMENT PLANS

I can enjoy my retirement because of the way I have managed my savings

I have the money I need to enjoy my retirement life

I have planned for future healthcare expenses

My retirement plan does not require me to sell my home

TELL US ABOUT YOUR FINANCIAL RESILIENCE

I do not feel overwhelmed by my financial situations

I could handle a major unexpected expense

TELL US ABOUT YOUR BUDGET MANAGEMENT

Giving a present on any occasion will not put a strain on my monthly budget

I have money left over at the end of the month

50

TELL US ABOUT ADDITIONAL INCOME AND INVESTMENTS

I have investments that provide me with additional income

75

20 %

Complete

x

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