I know the current value of my home, including the size of the mortgage and the amount of equity I've built.

True False

I know the length of the mortgage-payment schedule and how much extra it would cost each month to pay down the mortgage in half the time. I also know the interest rate we are paying on the mortgage and if it is competitive in today's market.

True False

I know how much life insurance I (and my spouse, if applicable) carry. I know how much cash value there is in the policy, and I know the rate of return my cash value is earning.

True False

I know the details (including amount of coverage, cost, monthly or yearly payment, etc.) of all other insurance policies carried by myself (and my spouse, if applicable). This includes health, disability, term life, and so on.

True False

I have reviewed my life insurance policy in the last 12 to 24 months to see if the price I am paying for it is still competitive in today's marketplace.

True False

If I own my own home, I know what kind of homeowner's coverage I have and what the deductibles are. If I rent, I know the amount of renter's insurance I have and what its deductible is. In either case, in the event of a fire or other catastrophic loss, I know whether my insurance will reimburse me for the actual cash value of my property or the cost of replacing it at today's current values.

True False

I have attempted to protect my family's nest egg from lawsuits by carrying an "umbrella" insurance policy that includes liability coverage.

True False

I either prepared my own tax return this year or reviewed my tax situation with the person who prepared my return.

True False

I know the location and amounts of all my or my family's investments, including cash in savings or money market accounts, CDs or saving bonds, stocks and bonds, real estate investments (deeds, mortgages, rental agreements, etc.), collectibles (valuation and where items are).

True False

I know the annualized return generated by each of the above investments.

True False

If I or my family owns a business, I know the current valuation of the business, including how much debt it currently carries and the value of its liquid assets.

True False

I know the value, location, and performance of all my retirement accounts (and those of my spouse, if applicable), including IRAs, SEP-IRAs, Keoghs, and company pension plans.

True False

I know the percentage of income I am putting away for retirement and what it's being invested in (and, if applicable, how much my spouse is putting away and what he is investing in).

True False

I know if I (and my spouse, if applicable) am making the maximum allowable contribution to my retirement plan at work, whether my employer is making matching contributions, and what the vesting schedule is.

True False

I know how much money I (and my spouse, if applicable) will be getting from Social Security and what my (and, if applicable, his) pension benefits will be.

True False

I know whether my (and my spouse's, if applicable) income is protected should I (or my spouse) becomes disabled because I own disability insurance. In addition, I know what the exact coverage is, when the benefits would start, and whether the benefits would be taxable.

True False

I (or my family) maintain a safety deposit box, know how to gain access to it, and have reviewed its contents within the last 12 months. If I have the only key, other family members know where to find it if something should happen to me.

True False