5-Minute Financial Health Checkup

1. Do you have life insurance coverage outside your workplace?

2. Do you have a plan to protect your income if an illness or injury keeps you from working?

3. Have you reviewed your life insurance coverage and policy details recently?

4. Are you saving regularly toward your financial goals?

5. Have you reviewed your 401(k), IRA, and other savings recently?

6. Do you have a plan for future education costs?

7. Have you estimated how much income you may need in retirement?

8. Have you checked any retirement accounts from previous employers?

9. Have you considered how inflation may affect your retirement income?

10. Are the beneficiaries on your accounts and policies up to date?

11. Do you have a will or trust in place?

12. Have you discussed your legacy wishes with your family?

13. Do you want to increase your income?