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investing

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Variable Question text Label
q028On a scale from 1 to 10, where 1 means you know very little about investing and 10 means you know a lot about investing, how would you assess your overall knowledge about investing?

overall knowledge about investing
q029What are your most important reasons for investing? Select up to three. Retirement preparedness
q030Which of the following apply to you when it comes to investing? Select up to three. I'm overwhelmed by the investment options available
q031How much money do you think is required to open an investment account? how much money required to open an investment account
q032Which of the following best describes your current investment style? current investment style
q033Why do you work with a professional financial advisor? Select up to three reasons. To provide knowledge and insight I don’t have on my own
q034To what extent do you agree or disagree with the following statement:

I regularly spend time thinking about and planning my finances. 		regularly spend time thinking and planning finances
q035To what extent do you agree or disagree with the following statement:

When I have a vacation coming up, I spend a lot of time thinking about and planning for it.		spend a lot of time thinking about and planning for a vacation that is coming up
q036Which of the following apply to you when it comes to investing? Select up to three. I'm overwhelmed by the investment options available
q048Employer-provided retirement account (such as a 401k, 403(b) or Thrift Savings Plan (TSP))Employer-provided retirement account (such as a 401k, 403(b) or Thrift Savings Plan (TSP))
q049Individual retirement account not provided by an employer (such as an IRA, Keogh, SEP, or any other retirement fund)Individual retirement account not provided by an employer (such as an IRA, Keogh, SEP, or any other retirement fund)
q050Other personal investments (such as mutual funds, money market accounts, stocks, certificates of deposit, or annuities, etc.)Other personal investments (such as mutual funds, money market accounts, stocks, certificates of deposit, or annuities, etc.)