financial health quiz

QUIZ: How financially healthy are you?

Bethany RamosFinance, Quizzes

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Reading Time: 2 minutes

Take this quiz to check up on your financial health.

If an emergency struck, would you have $1,000-$3,000 to pay for it?

How much of your monthly income goes toward debt?

How much credit card debt do you have?

Do you have a written budget?

Have you created financial goals for the future?

Do you spend less than you earn?

How often do you miss mortgage payments?

How often do you pay bills late?

Do you have a FICO credit score that will qualify you for competitive mortgage interest rates?

Do you know when your mortgage may benefit from a refinance?

Do you have health, car, life, and homeowner's insurance to protect against a wipe out of your savings?

Do you have your financial records accessible?

Do you know when traditional 401(k) contributions are deducted from your salary?

How much are you saving for retirement?

Do you know your mortgage interest rate?

Score 35-45: Your financial health is excellent.

You’re on top of your debt, your mortgage, and your retirement planning for the future. Give yourself a pat on the back, and take some time to reassess your finances. Depending on current mortgage interest rates, you may save even more money on your monthly mortgage payment with a refinance.

Your mortgage may be in need of a tuneup. Let us help you decide if it’s the right time to refinance.

financial health quiz

Score 25-34: You’re in good financial health with room for improvement.

There’s no shame in changing your monetary habits so you can move closer to your financial goals. If necessary, meet with a financial advisor, who can help you focus on consolidating debt and sticking to your monthly budget. You can also meet with your lender to double-check that your mortgage isn’t holding you back.

financial health quiz

Score 15-24: You’re in need of some financial health care.

Getting the support you need right now can make a big difference in your finances. It helps to track your budget (we love the Mint app that will also give you your free credit score) so you know exactly how your money is being spent. If debt is out of control, a financial advisor can walk you through the steps of consolidation, which may include a mortgage refinance with a cash out to help you pay off debt. As always, your lender is here to help answer any questions as you make a new financial plan.

You have questions, we have answers. Read our most commonly asked home loan FAQs here.

financial health quiz

No matter where you stand, having a good relationship with your lender is a significant part of staying in good financial health. If we haven’t talked in a while, please drop us a line. We can help you reassess your financial goals to make sure your mortgage is on track.

Cornerstone Home Lending is not a Financial Advice or Financial Planning company. This is for educational purposes only. Please contact your qualified professional for specific guidance.

Sources are deemed reliable but not guaranteed.

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