|ba_001||How many children live with you? Please only include children who are related to you (your child, stepchild, foster child or adopted child, or any offspring of these children) and who are financially dependent on you.||number of children living|
|ba_002||On a scale of 1 (lowest) to 10 (highest), how would you rate the overall well-being of you and your family?
||overall well being of family|
|ba_003a||I tend to postpone tasks even if I know it would be better to do them right away.||I tend to postpone tasks even if I know it would be better to do them right away.|
|ba_003b||I am willing to give up something that is beneficial today in order to receive a greater benefit in the future.||I am willing to give up something that is beneficial today in order to receive a greater benefit in the future.|
|ba_003c||I do things when I originally planned to do them.||I do things when I originally planned to do them.|
|ba_004||Please take a moment to think about your current financial matters and decisions. In your household, who typically handles the financial matters?||who handles financial matters|
|ba_005||Prior to completing any tax return for calendar year 2013, what best describes your expected tax status?||who handles financial matters|
|ba_006||In what month in 2014 did you file your taxes for calendar year 2013?||expected tax status|
|ba_006_month||In what month in 2014 did you file your taxes for calendar year 2013?||month filed|
|ba_007||Did you file for an extension for filing your 2013 taxes?||file for extension|
|ba_008a||The lower management fees of passive (i.e. index) mutual funds generally make them more attractive than actively managed funds.||passive (i.e. index) mutual funds generally more attractive than actively managed funds.|
|ba_009||At approximately what age do you expect to begin claiming retirement benefits? If you are already claiming benefits, please indicate so.||expected age claim retirement|
|ba_010a||Please take a moment to think about your past financial matters and decisions.
Please tell us if you’ve done any of the following in the past 5 years:
Have you taken out a short-term "payday" loan?
|short term loan|
|ba_010b||Have you declared bankruptcy?||You declared bankruptcy|