You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
10 | haddonfield.today
#087 • DECEMBER 11 TO 18, 2020
You go to your dentist
every six months.
And you see your family
doctor annually.
SEVEN KEY QUESTIONS
ABOUT YOUR FINANCIAL HEALTH
1. HOUSING PAYMENT – Is your monthly housing cost less than 25% of your monthly income?
___ Yes ___ No ___ Don’t know
2. DEBT – Do you know how much your monthly payment is, for all kinds of debt (including
mortgage/rent)?
___ Yes ___ No ___ Don’t know
3. EMERGENCY SAVINGS – How many months of expenses do you have in an emergency
savings account?
___ 1 to 3 months or less ___ 3 to 6 months ___ 6 to 9 months
4. INVESTMENTS – Are you appropriately invested in the stock market?
___ Yes ___ No ___ Don’t know
5. LIFE INSURANCE – Do you have enough coverage to protect your family and loved ones?
___ Yes ___ No ___ Don’t know
6. RETIREMENT SAVINGS – Are you saving enough each month to retire comfortably?
___ Yes ___ No ___ Don’t know
7. WILL – Do you have a will? (If “yes,” is it up to date?)
___ Yes ___ No ___ Don’t know
DID YOU ANSWER “No” or “Don’t know” to any of these questions?
• Did you answer “1 to 3 months or less” to Question 3?
• Are you over-invested or under-invested in the stock market (Q. 4)?
WE CAN HELP YOU get to answers that are right for you.
H * NOBODY PLANS TO FAIL
– THEY JUST FAIL TO PLAN.
DEC
31