In terms of financial organization, I feel:

The amount of money I'm saving/ investing each year is:

The amount of liquid cash I have available is probably:

Financial instruments offering guarantees should be:

If given the option, I would choose to have:

The most important component in retirement is:

Leaving a legacy to family, friends, or organizations when I'm gone is:

Paying for all or some of my children's college tuition is something:

I view my mortgage more as:

When I file my taxes each year, I generally plan to:

During my working years, the bigger financial risk to me is:

During my retirement years, the bigger financial risk to me is:

Having enough income throughout my retirement is:

If I injured/ killed someone in a car accident and was sued for $1,000,000, my liability insurance would:

If illness or injury kept me from earning income, my disability insurance would:

The amount of life insurance I own is probably:

The type of life insurance I own is probably:

Being protected in the event I need long term care in the future is:

Overall, my insurance portfolio is: