If it is “TGIF” that is a good thing. Let’s have a little fun here.
What is your current mindset, financially?
If that is a difficult question to answer right way – or even if not – check out a useful tool: “The Retirement Mindset Scorecard.” Even if retirement is not your primary concern today, the Scorecard is still relevant and helpful!
There are 8 categories to Financial Mindset, as we see it:
- VISION
- PREPAREDNESS
- AWARENESS
- KNOWLEDGE
- PROTECTIONS
- SUPPORT STRUCTURE
- HEALTH AND WELLNESS
- GUIDANCE