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Suze Orman's Make Your Money Last a Lifetime Action Plan

Answer some simple questions about yourself and I will create a personalized To Do list for you that prioritizes the financial moves you need to take. There is no need to feel overwhelmed or lost anymore. You are just minutes away from having your own easy-to-follow Action Plan.

Let's get started.

Please click on the right-arrow at the bottom of the page to begin.
This question requires a valid number format.
2. Are you in a relationship? *This question is required.
What kind of relationship? *This question is required.
3. Do you have credit card debt? *This question is required.
4. Are you confident you are on track to have the money you need for retirement? *This question is required.
5. What is your employment situation? *This question is required.
Does your company offer a 401(k) with a matching contribution? *This question is required.
How much do you contribute? *This question is required.
Do you contribute to a SEP-IRA or KEOGH? *This question is required.
What is your family’s Adjusted Gross Income? *This question is required.
What is your Adjusted Gross Income?  *This question is required.
6. What is your housing situation? *This question is required.
Do you intend to keep this home as long as you can? *This question is required.
7. Do you have children? *This question is required.
Are any of them between the ages of 18-25? *This question is required.
8. Is there anyone else—including parents, siblings, etc.—who are dependent on you financially? *This question is required.
9. Are you financially dependent on someone? *This question is required.
Does this person have a term life insurance policy that will provide you income if they die prematurely? *This question is required.
10. Do you have life insurance? *This question is required.
What type of life insurance do you have? *This question is required.
Do you have long-term care insurance? *This question is required.
11. Do you currently contribute to a Traditional IRA? *This question is required.
This question requires a valid number format.
Do you currently have a Traditional IRA, IRA Rollover or money in a former employer’s 401(k) plan? *This question is required.
12. Do you currently contribute to a ROTH IRA? *This question is required.
This question requires a valid number format.
Do you have a family savings account? *This question is required.
Will your savings cover your family’s living expenses for at least 8 months? *This question is required.
Do you have a savings account? *This question is required.
Will your savings cover your living expenses for at least 8 months? *This question is required.
13. Do you have a Will? *This question is required.
14. Do you have a Revocable Trust? *This question is required.
Does your trust include an incapacity clause? *This question is required.
Is your trust funded? *This question is required.
15. Do you have a Durable Power of Attorney for Health Care? *This question is required.