Financial Fitness Calculator

11. Post-retirement, you will depend on

You may not be able to retire

Your children and family

Your Savings

Your Pension Fund and Investments

12. Your Family knows that your will

Will be drawn when you are nearing retirement

Reminds me of your own mortality, so you haven't thought about it yet

Was written some years ago

Is updated every 5 years or after major life changes

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Your Result

Fair

Your overall score is 23 which is excellent. You have been managing your finances well. Know the areas where you can improve

Savings

You have been doing well with Saving your money. Read more on Savings here

Expenditure

You are not managing your money well. Learn to manage you money better here

Loans

Well done on managing your loans. Read about the different loans here

Insurance

Good job! you are doing the right thing. Read more about Health Insurance here

Investments

Good job! you are on the right track. Read more about Investments here

Retirement Planning

You need to plan your retirement better. Learn how to plan your retirment better here

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Financial Fitness Test

1. Your emergency funds will cover expenses for

2. Every month, you are able to save upto

3. Your monthly utility bills are

4. Your monthly spends are mostly on

5. You take loans from

6. You have taken loans

7. Your debt obligations require you to

8. In case of a medical emergency in the family, all costs will be met

9. I invest a part of my monthly savings

10. Your investments mostly comprise of

11. Post-retirement, you will depend on

12. Your Family knows that your will

Your Result

Fair

Savings

Expenditure

Loans

Insurance

Investments

Retirement Planning