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Questions 1 to 8 of 15
 
1.
When it comes to vacations...

I love to plan every detail and expense.
I try to make them as inexpensive as possible or do not take them at all.
I plan for it to cost within a range because I know that I may spend more than a specific dollar amount.
I don't plan at all, the whole point is to have fun isn't it?
I just hope that I have enough to pay for it.
 
2.
At the end of each month...

I always seem to end up short.
I can tell you how much I will have left almost to the penny.
I am never sure if I will come out a bit ahead or a bit behind each month.
I don't keep track of my money too closely, but I know that I will come out ahead each month.
 
3.
My money goal is...

to save as much as possible.
to have enough to pay for my basic needs and have some left over to save or invest.
to have enough to buy whatever I want.
to be able to treat myself every now and then.
I don't really have any goals.
 
4.
Which of the following Beatles song titles best describes your relationship with money?

Help!
The Long and Winding Road.
I Feel Fine.
Here, There & Everywhere.
 
5.
If I found a suitcase containing $100,000...

I would be thrilled and try to figure out how to make it grow while using it for my own enjoyment.
I would be very excited because now I could get anything I wanted.
I would want to save and/or invest it, but would likely take a big chunk and splurge on myself and loved ones.
I would have no idea what to do with it.
I would carefully explore very conservative investments and/or put it in the bank.
 
6.
Which of the following statements most accurately describes your feelings about credit cards?

I am always surprised by how much I have put on them when I get the bill each month.
I probably use them too much, but it rarely bothers me.
I rarely use them or pay them off every month.
I don't use them at all.
I use them too much and it bothers me.
 
7.
Saving Money...

is my primary goal.
is hard. It seems that as soon as I get a little put away, an unexpected bill comes up and I have to take it right back out again.
is something I do without fail. I have a carefully designed plan in which I put some money away each month.
is something I try to do regularly. I try to put aside the same amount each month, although there may be some months where it is a bit higher or lower than usual .
is something I think I may have read about in a book once .
 
8.
When I feel down in the dumps, spending money...

always makes me feel better.
on ways to make lots more money makes me feel better.
is not what I do to make me feel better .
makes me feel worse. Saving money helps me feel better.
is not something I would do. Reviewing my budget to make sure that I have enough money makes me feel better.

 
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