Financial organization priority action items

How familiar are you with the status of your financial accounts?

Not very familiar

My spouse/partner/trusted family member is familiar

A financial professional I work with is familiar

Do you track your spending to make certain you are living within your means?

Yes

No

No but my spouse/partner/trusted family member does

Are you able to log into all your checking, savings, credit cards, and brokerage accounts online?

Yes

No

No but my spouse/partner/trusted family member can

Who currently manages your bill paying?

Me

My spouse/partner/trusted family member

A trusted financial professional

Are you concerned about outliving your savings?

Yes

No

Do you currently work with a financial professional to help with investment management or personal financial planning?

Yes

No

How many family members or friends help you make financial decisions now, or could help in the future should you become incapacitated for any reason?

One

Two or more

I don't have anyone who can help me

How do you go about making important financial decisions?

Spend a lot of time researching the potential costs, risks, and benefits

Rely mostly on my gut feelings

Procrastinate until forced to make a decision