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Financial Wellness Quiz

 

Let's start by getting to know you.

We need to know how you’re currently managing your savings, debt, and retirement planning to create a plan to help improve your financial wellness.

Why are we asking?
We need your current salary to calculate how much of your income you’re contributing toward your retirement savings. If you’re not currently saving, we’ll provide resources to help you get on track in your Action Plan.
We need to know how much you've saved for unexpected expenses so we can give you the right resources to help grow your cash cushion.
A household safety net can be used in the case of sudden job loss or disability. We can help you start one--or continue saving--in your Action Plan.
If you’re enrolled in a high-deductible health plan, HSAs can provide great tax benefits. We’ll let you know how to make the most of an HSA while building savings and planning for retirement. High-deductible health plans are not right for everyone. If you’re considering switching health plans, be sure to consider your current healthcare situation and costs. You may also benefit from consulting with a tax professional or financial planner.
One of the steps to saving more is eliminating debt that puts your savings goals out of reach. In your Action Plan, we'll provide tools to help you pay off this debt.
Juggling multiple financial goals can be overwhelming. We’ll provide resources to help you make a plan and help keep you on track toward achieving the goals you've set.
Your Action Plan is developed using a general algorithm that incorporates our general guidelines for financial wellness that apply to certain quiz responses. This Action Plan is for general and educational purposes only and is not individualized or tailored to your specific financial planning needs. If you wish to receive a personalized financial plan, please seek the advice of a licensed personal financial planner.
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This material is for general and educational purposes only and is not intended to provide recommendations concerning investments, investment strategies, or account types. It is not based on your particular needs or individualized circumstances and is not intended to suggest that any particular investment action is appropriate for you. T. Rowe Price Retirement Plan Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this material, including any attachments/links, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or tax professional regarding any legal or tax issues raised in this material.

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