SHEknows . . . . . . Financial Knowledge and Preparedness Quiz

I know my Will/Power of Attorney/Representation Agreement(s) is up to date

I know that our/my Executor knows where to locate all of our important information and documents

I know my mortgage payment and repayment schedule

I know how/when to reduce the term of my mortgage

I know how much life insurance protection I/we have to cover income protection and debts including my mortgage

I know what my/spouse’s employee benefits plan covers

I know how much disability and/or critical illness insurance I/we have in place

I know the details of all insurance policies I/we have

I know the details of the home/contents insurance

I know that I/we review our insurance policies (life/disability/critical illness/home/auto) every year with our advisors

I know the location and amounts of all investments

I know the financial objectives/strategies for my/our investments

I know I/we meet with our advisor every year to review our investment strategies/returns

I know the annualized returns on my/our investments

I know what my/our spending and savings plan is and review this every year

I know I/we have an emergency fund

I know the contents of our safety deposit box, key location

I know I have taken advantage of all new tax strategies available such as the new Tax Free Savings Account

I have created a summary of all of my insurance and investment accounts, keep it current, and have advised my executor where it is located.