Financial Wellness Assessment


I took the assessment through Merrill Lynch (my retirement stuff) and I got a 69/100. That’s actually pretty good given I only started a year ago. The assessment stated that I’m on track and doing well to plan but, that given my income and other things I need to look into preparing for emergency situations more. In other words, I need to also bulk up a savings that isn’t being held by penalties or delays so I can use it quickly in needful situations.

Hmm…I think that’s solid advice. It suggests a fund that has minimum $3000 in. It also stated that since one of my goals is to buy a house in addition to retirement I can save into that emergency fund and use it with a duel purpose of bulking up for possible down payment on a house as well. Kill two birds with one frisbee. Hmm…at least I don’t totally suck at this stuff. According to my plan, I can retire in 2050. That makes me feel really good.

Published by B

I am B (call me BB and I will gut you) I like daisies, books, and men who understand the wisdom of Kermit the Frog. I refer to my favorite person as TMW5T Why? because if he had 6 I'd call him TMW6T, duh!!

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