Money Checklist - The 13 Points

Checklist

Use the following checklist to gauge your personal financial situation: 

 1. Do you have adequate protection for you and your family against the risks of death, disability, medical expenses, and property losses? 

2. Do you save 10% of your income every month? 

3. Do you pay your bills promptly? 

4. Is your income source stable? 

5. Do you live within your means? 

6. Do you have a financial plan for your retirement? 

7. Is your will up-to-date? 

8. Do you know your net worth? 

9. Do you feel secure with your investment? 

10. Is your career financially rewarding? 

11. Do you use your credit cards wisely? 

12. Do you have an emergency fund to last for three to six months? 

13. Do you have savings for your children’s education?

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