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Choose your card

Classification Range
A $1 - $100
B $101 - $500
C $501 - $1,000
D $1,001 - $2,500
E $2,501 - $5,000
F $5,001 - $7,500
G $7,501 - $10,000
H $10,001 - $25,000
I $25,001 - $50,000
J $50,001 - $75,000
K $75,001 - $100,000
L $100,001 - $250,000
M $250,001 - $500,000
N $500,001 - $1 million
O $1 million - $5 million
P $5 million - $10 million
Q $10 million - $25 million
Classification Value
0 Not at all knowledgeable about personal finance
1
2
3
4
5
6
7
8
9
10 Very knowledgeable about personal finance
Classification Value
0 Not at all willing to take financial risks
1
2
3
4
5
6
7
8
9
10 Very willing to take financial risks
Classification Value
0 No searching
1
2
3
4
5
6
7
8
9
10 A great deal of searching
  • Call around
  • Newspapers/Magazines
  • Material in the mail
  • Television/Radio
  • Internet/Online service
  • Advertisements
  • Friend/Relative
  • Lawyer
  • Accountant
  • Banker
  • Broker
  • Financial Planner
  • Other
  • Never borrow
  • Do not save or invest
  • Commercial bank
  • Savings & Loan or Savings bank
  • Credit Union
  • Mortgage Company
  • Finance or Loan Company
  • Brokerage
  • Broad Financial Services Company
  • Other
  • Personal savings or assets
  • Credit card (personal or business)
  • Personal loan from a bank or savings institution
  • Personal loan from a credit union
  • Personal loan from some other type of institution or investor
  • Business loan from a bank or savings institution
  • Business loan from a credit union
  • Business loan from some other type of institution or investor
  • Other
  • Business checking or share draft accounts
  • Business savings accounts
  • Business lines of credit
  • Business mortgages
  • Other business loans or leases
  • Business credit cards
  • Credit or debit card payment processing
  • Other
  • Aspire Resources Inc.
  • CornerStone
  • ESA/EdFinancial
  • FedLoan Servicing/AES (PHEAA)
  • Granite State – GSMR
  • Great Lakes Educational Services, Inc.
  • MOHELA
  • Navient (formerly Sallie Mae)
  • Nelnet
  • OSLA Servicing
  • VSAC Federal Loans
  • Discover Financial Services
  • The First Marblehead Corporation
  • JP Morgan Chase Bank
  • PNC Bank
  • SunTrust Bank
  • U.S. Bank
  • Wells Fargo Bank
  • RBS Citizens
  • College or University
  • Other
  • Next few months
  • Next year
  • Next few years
  • Next 5 –10 years
  • Longer than 10 years
  • Take substantial financial risks expecting to earn substantial returns
  • Take above average financial risks expecting to earn above average returns
  • Take average financial risks expecting to earn average returns
  • Not willing to take any financial risks
  • Don’t save – usually spend more than income
  • Don’t save – usually spend about as much as income
  • Save whatever is left over at the end of the month – no regular plan
  • Save income of one family member, spend the other
  • Spend regular income, save other income
  • Save regularly by putting money aside each month
  • Family
  • Friends
  • Credit Card
  • Payday Lender
  • Pawn Shop
  • Car Title Lender
  • Church
  • Social Service Institution
  • Savings account
  • Stocks, bonds, CDs, or other financial assets
  • Home equity loan or line of credit
  • Pension or Retirement Accounts
  • Automobile
  • Real estate
  • Durable goods
  • Other miscellaneous valuables
  • Credit cards
  • Store charge cards
  • Payments due for services or goods purchased
  • Utilities
  • Insurance
  • Rent
  • Mortgage
  • Auto loans
  • Student loans
  • Other Miscellaneous loans
  • Installment or layaway loans
  • Eating or drinking out
  • Food or beverages at home
  • Entertainment
  • Travel
  • Non-durable goods
  • Personal care
  • Health care
  • Personal or home services
  • Location of their offices
  • Had the lowest fees/minimum balance requirement
  • Able to obtain many services at one place
  • Offered safety and absence of risk
  • Some other reason

Retirement assets associated with jobs

Current Job Pensions

  • 401(k) and other account plans
  • Plans that provide monthly retirement income
  • Hybrid plans

Past Job Pensions

  • Currently receiving benefits /making withdrawals
  • Will receive benefits in the future

Social Security

  • Retirement, survivor’s, or disability benefits

Other retirement assets

IRAs, Keoghs

  • Started directly, or rolled over from pension/account from a former job

Annuities

  • Directly purchased annuities
  • Don’t write enough checks to make it worthwhile
  • Minimum balance is too high
  • Do not like dealing with banks
  • Service charges are too high
  • No bank has convenient hours or location
  • Some other reason
  • Working now/ Self-employed
  • On vacation/ Other leave of absence
  • Temporarily laid off
  • Unemployed and looking for work
  • On sick leave or maternity leave
  • Disabled
  • Retired (full, partial, or temporary)
  • Student
  • Homemaker
  • On strike
  • Volunteer work
  • Other

PLEASE LIST YOUR STRONGEST IDENTIFICATION FIRST

  • White
  • Black/African-American
  • Hispanic/Latino
  • Asian
  • American Indian/Alaska Native
  • Native Hawaiian/Other Pacific Islander
  • Other
  • Too expensive, can’t afford health insurance
  • Don’t believe in health insurance
  • Not much sickness in the family - we haven’t needed health insurance
  • Dissatisfied with previous insurance
  • Job layoff or job loss
  • Some other reason