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Variable Question text Label
B32For the next 3 questions, we would like to know who, if anyone, may have helped your household in the last year with money management. If your household has received help with your everyday money management, please tell us who assisted. By money management we mean things like depositing and transferring money, sending payments, writing checks, and balancing accounts. Please choose all that apply.who helped household last yr
B32_otherother person who helped
B32aHow do you think this professional was paid?how professional paid
B32bOn a scale from 1 to 5 where 1 is completely dissatisfied and 5 is completely satisfied how satisfied were you with the advice you got?

how satisfied with advice
B33If your household needed help covering the costs of your bills and expenses in the last year, please tell us who, if anyone, gave or loaned your household money. Please choose all that apply.who helped with bills last yr
B33_otherother person helped with bills
B34If you have any investments, please tell us who managed your investments in the last year. Please choose all that apply.who managed investments past yr
B34_otherother person managed investments
B35We will next ask you about significant financial events and whether or not you received financial advice. In the last 3 years, did you have a medical expense of $1,000 or more that you had to pay because insurance did not cover?paid medical expense more than 1k past 3 yrs
B35aApproximately how much was the total medical expense that the insurance did not cover?How much medical bill
B35bWhy was this expense not covered by the insurance?reason not covered
B35b_otherother why not covered
B35cHow strongly do you agree with the statement: “I was well prepared to pay for this expense out of pocket.”Preparedness to cover expense
B36For your medical expense, please select all the people who you asked for financial advice on how to pay for the care you received.Advisors for medical expense
B36_otherother person consulted about med expense
B37In the last 3 years, if your household experienced major financial stress for any reason, what was the cause? Please choose all that apply.financial stress past 3 yrs
B37_otherother financial stress
B37bWhat did you do as a response to the financial stress that your household experienced? Please choose all that apply.cope with shock
B37b_otherother cope with shock
B37cWould you say that your household fully recovered from this financial stress?success response to shock
B37dOn a scale from 1 to 10 where 1 is not successfully at all and 10 is very successfully how would you rate the success of your household in dealing with the financial stress?

lasting effect of shock
B38In dealing with your financial stress, please select all the people who you asked for financial advice.Advisors during financial stress
B38_otherother person consulted about bankruptcy foreclosure
B38bOn a scale from 1 to 5 where 1 is completely useless and 5 is completely useful how useful was the advice you got?

useful advice
B39In the last 3 years, did you retire or do planning for your retirement? retire past 3 yrs or plan to
B40In preparing for your retirement, please select all the people who you asked or plan to ask for financial advice.Advisors for retirement
B40_otherother person consulted about retirement
B40aDid you determine if you have/had enough money to retire?enough money
B40bWhat did/do you plan to do in order to have enough money to retire? Please choose all that apply.make ends meet
B40b2In deciding how much of your family’s income to spend or save, people are likely to think about different financial planning periods. In planning your family’s saving and spending, which of the following time periods is more important to you^FLHWP? spending planning horizon
B40b2_otherother spending planning horizon
B40b_otherother make ends meet
B40cWhen thinking about your retirement plans, what time horizon is MOST important? retirement planning horizon
B40dDoes your retirement planning consider any of the following? Please choose all that apply.planning horizon
B40eHow will it affect you if you lose your job before your expected retirement?effect of losing job on expected retirement
B41Please tell us if you receive more or less help with your everyday money management today than you did 3 years ago. By money management we mean things like depositing and transferring money, sending payments, writing checks, and balancing accounts.receive more or less money mgmt help than 3 yrs ago
B42If someone has given you money to help you pay your bills, have you received more or less help recently than you did 3 years ago?receive more or less help with bills than 3 yrs ago
B42aHave you named someone to decide on your health care needs if you are unable to do it so yourself?assistance with health care needs
B42bLong term care refers to a variety of services that meet the needs of people who cannot care for themselves for long periods of time. Have you made plans for long term care needs if needed?made plans for long term care
B42cWhat plans did you make for long term care? Please choose all that apply.plans for long term care
B42c_otherother plans for long term care