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Do you file your own taxes?
 
Yes
 
No
 
 
 
What is your yearly income?
 
 
 
How long have you been saving for retirement?
 
Less than one year
 
1-3 years
 
3-5 years
 
5-10 years
 
10-20 years
 
20-40 years
 
Over 40 years
 
 
 
How much money do you currently have invested in stocks, assests, etc.?
 
 
 
On average, how much money do you spend each month on non-necessities (Not bills, rent, food, gas, etc.)
   
 
 
 
Do you rent or own your current residence? If you currently rent, do you plan on owning your own residence in the near future?
 
I own my own residence
 
I rent my residence but do not plan to own a residence in the near future
 
I rent my residence but I plan to own a residence in the suture
 
None of the above (I have other accommodations that do not include me renting or owning)
 
 
How important is the following to you:
Not important at all Not very important Neutral Very important Extremely important
Saving money
-
Investing money
-
Earning money
-
 
 
 
Are you satisfied with your current financial situation?
 
Yes
 
No
 
 
 
Approximately how much money do you save into an account each month?
   
 
 
 
Are you currently associated with any type of saving or financial consultant businsses?
 
Yes
 
No