How financially savvy are you?  
Section 1. When you retire...
1. Do you know how much money you need to retire?

2. Do you know the current balance of all your retirement funds?

3. Do you know the amount of money you put away every year towards your retirement either (your salary deduction and other savings / investments)?

4. Do you know how much your investments and retirement funds grew over the last year, and did it meet the growth assumptions you or your planner made to ensure you can retire?

5. So, are you on track to have enough money to retire?

6. When you retire, do you know how much tax you will pay to draw down the income you need to live on?

7. Which statement best describes you?


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