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Variable Question text Label
FLSpouseAndPartner
b001a

Background Information

Think about your personal income from all different sources in 2014, including:

  • Earnings and benefits: wages and salary, bonuses/tips/commission, self-employment, professional practice and trade, unemployment insurance, workers compensation, social security, welfare and food stamps, veterans benefits, etc.
  • Investments: rental income, dividends, interest, etc.
  • Other sources: gifts and inheritance, prize winnings, business income, farm income, or any others.

About how much total income did you receive before taxes and deduction from all sources?
total income before taxes and deduction
b001b

Background Information

Your answers are important to us.

Think about your personal income from all different sources in 2014, including:

  • Earnings and benefits: wages and salary, bonuses/tips/commission, self-employment, professional practice and trade, unemployment insurance, workers compensation, social security, welfare and food stamps, veterans benefits, etc.
  • Investments: rental income, dividends, interest, etc.
  • Other sources: gifts and inheritance, prize winnings, business income, farm income, or any others.

About how much total income did you receive before taxes and deduction from all sources?
nonresponse total income before taxes and deduction
b002

Background Information

Are you married or live with a partner?
married or live with partner
b003a

Background Information

Think about your spouse's or partner's personal income from all different sources in 2014, including:

  • Earnings and benefits: wages and salary, bonuses/tips/commission, self-employment, professional practice and trade, unemployment insurance, workers compensation, social security, welfare and food stamps, veterans benefits, etc.
  • Investments: rental income, dividends, interest, etc.
  • Other sources: gifts and inheritance, prize winnings, business income, farm income, or any others.

About how much total income did your ^FLSpousePartner receive before taxes and deduction from all sources?
spouse total income before taxes and deduction
b003b

Background Information

Your answers are important to us.

Think about your spouse's or partner's personal income from all different sources in 2014, including:

  • Earnings and benefits: wages and salary, bonuses/tips/commission, self-employment, professional practice and trade, unemployment insurance, workers compensation, social security, welfare and food stamps, veterans benefits, etc.
  • Investments: rental income, dividends, interest, etc.
  • Other sources: gifts and inheritance, prize winnings, business income, farm income, or any others.

About how much total income did your ^FLSpousePartner receive before taxes and deduction from all sources?
nonresponse total income before taxes and deduction
b004

Background Information

Think about your savings in personal retirement accounts from all different sources, including:

  • Individual Retirement Accounts (IRAs),
  • Keogh accounts,
  • 401(k)s, 403(b)s, etc.

About how much total personal retirement savings do you have from all sources?
total personal retirement savings
b005

Background Information

Your answers are important to us.

Think about your savings in personal retirement accounts from all different sources, including:

  • Individual Retirement Accounts (IRAs),
  • Keogh accounts,
  • 401(k)s, 403(b)s, etc.

About how much total personal retirement savings do you have from all sources?
nonresponse total personal retirement savings
b006

Background Information

About what percent of that retirement savings are invested in stocks or mutual funds?
percent retirement savings in stocks or mutual funds
b007

Background Information

Think about your savings in non-retirement accounts from all different sources, including:

  • checking accounts,
  • savings accounts,
  • CDs,
  • government savings bonds or treasury bills,
  • money market accounts,
  • stocks,
  • bonds, or
  • mutual funds outside of retirement accounts, etc.

About how much total non-retirement savings do you have from all sources?
total personal non-retirement savings
b008

Background Information

Your answers are important to us.

Think about your savings in non-retirement accounts from all different sources, including:

  • checking accounts,
  • savings accounts,
  • CDs,
  • government savings bonds or treasury bills,
  • money market accounts,
  • stocks,
  • bonds, or
  • mutual funds outside of retirement accounts, etc.

About how much total non-retirement savings do you have from all sources?
nonresponse total personal non-retirement savings
b009

Background Information

About what percent of that non-retirement savings is invested in stocks or mutual funds?
percent non-retirement savings in stocks or mutual funds
b010

Background Information

Do you and your spouse or partner own your primary residence or rent?
own primary residency
b011

Background Information

What is the present value of your primary residence? What would it bring if it were sold today?
present value primary residency
b012

Background Information

Your answers are important to us.

What is the present value of your primary residence? What would it bring if it were sold today?
nonresponse present value primary residency
b013

Background Information

What is the value of any outstanding mortgages, second mortgages, or any other loans that use your home as collateral?
value mortgages etceteras on primary residency
b014

Background Information

Your answers are important to us.

What is the value of any outstanding mortgages, second mortgages, or any other loans that use your home as collateral?
nonresponse value mortgages etceteras on primary residency
b015

Background Information

What is the value of any secured debts that you have? Secured debts are those tied to assets like a car or property other than your primary residence. Do not include any outstanding mortgages on your primary residence that you may have already told us about.
value on any secured debts
b016

Background Information

What is the value of any unsecured debts that you have, debts that are not tied to assets you own? Examples include: credit card debt, student loans, payday loans, medical bills, and court-ordered child support.
value on any unsecured debts
b018

Financial Knowledge

We're now going to ask you a different type of question.

Imagine that the interest rate on your savings account was 1% per year and inflation was 2% per year. After 1 year, how much would you be able to buy with the money in this account?
how much able to buy in 1 year
b019

Financial Knowledge

Do you think the following statement is true or false? "Buying a single company stock usually provides a safer return than a stock mutual fund."
single stock safer than mutual fund
b020

Financial Knowledge

Suppose you had $100 in a savings account and the interest rate was 2% per year. After 5 years, how much do you think you would have in the account if you left the money to grow?
how much in account after 1 year
b023

Financial Knowledge

Let’s say you have $200 in a savings account. The account earns 10 percent interest per year. How much would you have in the account at the end of two years?
how much in account after 2 years
b024

Financial Knowledge

How would you assess your overall financial knowledge?

overall financial knowledge