SHARE:
advice
| Variable | Question text | Label |
|---|---|---|
| B32 | For 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. | No one, I didn't need help |
| B32a | How do you think this professional was paid? | how professional paid |
| B32b | On 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 |
| B33 | If 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. | No one, I didn't need help |
| B34 | If you have any investments, please tell us who managed your investments in the last year. Please choose all that apply. | I don't have any investments |
| B35 | We 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 |
| B35a | Approximately how much was the total medical expense that the insurance did not cover? | How much medical bill |
| B35b | Why was this expense not covered by the insurance? | reason not covered |
| B35c | How strongly do you agree with the statement: “I was well prepared to pay for this expense out of pocket.” | Preparedness to cover expense |
| B36 | For your medical expense, please select all the people who you asked for financial advice on how to pay for the care you received. | Didn't ask for advice |
| B37 | In the last 3 years, if your household experienced major financial stress for any reason, what was the cause? Please choose all that apply. | We experienced no major financial stress |
| B37b | What did you do as a response to the financial stress that your household experienced? Please choose all that apply. | Got help from others |
| B37c | Would you say that your household fully recovered from this financial stress? | success response to shock |
| B37d | On 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 |
| B38 | In dealing with your financial stress, please select all the people who you asked for financial advice. | Didn't ask for advice |
| B38b | On 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 |
| B39 | In the last 3 years, did you retire or do planning for your retirement? | retire past 3 yrs or plan to |
| B40 | In preparing for your retirement, please select all the people who you asked or plan to ask for financial advice. | Didn't ask for advice |
| B40a | Did you determine if you have/had enough money to retire? | enough money |
| B40b | What did/do you plan to do in order to have enough money to retire? Please choose all that apply. | Cut expenses |
| B40b2 | In 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 |
| B40c | When thinking about your retirement plans, what time horizon is MOST important? | retirement planning horizon |
| B40d | Does your retirement planning consider any of the following? Please choose all that apply. | Ability to pay your bills in the longer term |
| B40e | How will it affect you if you lose your job before your expected retirement? | effect of losing job on expected retirement |
| B41 | Please 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 |
| B42 | If 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 |
| B42a | Have you named someone to decide on your health care needs if you are unable to do so yourself? | assistance with health care needs |
| B42b | Long 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 |
| B42c | What plans did you make for long term care? Please choose all that apply. | I have named a caregiver |