Financial Bliss Quiz

1.      How important to your happiness is having money?

a.      Very Important

b.      Somewhat important

c.      Somewhat unimportant

d.      Very unimportant

2.      What would having more money mean to you?

a.      I would feel more financially secure

b.      I would feel more self-confident

c.      I could do more things , like travel

d.      I could buy more things, like clothes and furnishings

3.      Which of the following best describes your current financial situation

a.      I have no debt, and no savings

b.      I have no debt, and some savings

c.      I have some debt and no savings

d.      I have some debt, and some savings

e.      I have a lot of debt, and some savings

f.       I have a lot of debt and no savings

4.      Which do you think best describes your prospective spouse’s financial situation

a.      More savings or investments than debt

b.      More debt than savings or investments

c.      Savings or investments are offset by an equal amount of debt

d.      No savings, but no debt either

5.      How much have you and your prospective spouse discussed your individual financial situations?

a.      Discussed a lot

b.      Discussed somewhat

c.      Discussed very little

d.      Never discussed

e.      Neither of us have any finances to discuss

6.      Do you and your prospective spouse ever fight about money?

a.      Frequently

b.      Sometimes

c.      Hardly Ever

d.      Never

7.      Who do you think is better at managing money, you or your prospective spouse?

a.      Me

b.      My spouse

c.      We’re about the same

d.      Don’t know/not sure

8.      How good are you at keeping your checkbook?

a.      It’s balanced monthly to the penny

b.      It’s balanced ever so often

c.      I don’t balance it – I rely on my back statement

d.      It’s a mess

9.      What do you think about setting up and keeping a budget?

a.      Excellent idea

b.      Good idea

c.      Fair idea

d.      Poor idea

10.   Who should manage the household budget?

a.      Me

b.      My spouse

c.      We should share in the management equally

d.      We should each take card of our own budgets

11.   How do you feel couples should set up their accounts?

a.      They should pool their resources into joint accounts

b.      They should have some joint accounts and some separate accounts

c.      They should keep their money in total separate accounts

d.      It really depends on each couple’s preferences

12.   How will you decide how much spending money each of you should have?

a.      It should be based on what’ left over from our budget

b.      It should be based on how much we each earn

c.      It should be based on our prospective needs

d.      Don’t know/not sure

 

13.   What do you think, as a couple, you will be spending your money on in the immediate future?

a.      Furniture

b.      Electronics

c.      Vacation

d.      Clothes

e.      Other ___________________________

14.   How much of a couples’ take home pay do you think should be put into a savings vehicle?

a.      More than 20%

b.      15-20%

c.      10-15%

d.      5-10%

e.      2-5%

15.   What is the most important thing to save for in the long term (10+  years)?

a.      A car

b.      A house

c.      College education for children

d.      Retirement

e.      Other _________________________

16.   How important is starting to save for retirement?

a.      Very important – even at the expense of present comforts

b.      Somewhat important – but present comforts are a priority

c.      Not very important – there’s plenty of time to save for it later

d.      Not important – its too early

17.   How would you feel about accepting financial assistance from your parents?

a.      Very comfortable

b.      Somewhat comfortable

c.      Somewhat uncomfortable

d.      Very uncomfortable

18.   How would you feel about accepting financial assistance from your spouse’s parents?

a.      Very comfortable

b.      Somewhat comfortable

c.      Somewhat uncomfortable

d.      Very uncomfortable

19.   How would you feel if your spouse made more money than your?

a.      It would not bother me

b.      It would bother me a little

c.      It would bother me a lot

d.      Don’t know/not sure

20.   What do you think about a pre-nuptial agreement

a.      Excellent idea

b.      Good idea

c.      Fair idea

d.      Poor idea

 

21.   You just won $1,000 in a lottery, what would you do?

a.      Put it al into a savings account

b.      Save most and spend some

c.      Save some and spend most

d.      Spend it all – after all, it’s found money

 

22.   Should your spouse get your approval prior to making an extravagate purchase, such as a $500 dress or golf clubs?

a.      Yes

b.      No

c.      Don’t know/not sure

 

23.   What would you do if your spouse did not approve of you having made an extravagant purchase?

a.      I would offer to return it immediately

b.      I would return if if I count’ change my spouses mind

c.      I would try to change my spouse’s mind, but keep it regardless

d.      I would never return it

 

24.   How often do you use credit cards:

a.      For everything – they’re more convenient that cash

b.      To make unplanned purchase when I don’t have money with me

c.      To buy things I want but really cant’ afford

d.      To buy things only when I know the charged be paid off soon

 

25.   How do you feel about exchanging the answers to this with your spouse?

a.      Very comfortable

b.      Somewhat comfortable

c.      Somewhat uncomfortable

d.      Very uncomfortable