QUESTION 5
How do you feel about switching savings accounts for a better rate?
A
B
Switching? That sounds like admin. I’ll stick with what I have.
I like the idea, but worry about security when moving my money.
C
D
If the difference is big enough, I’ll move my money.
I treat my savings like a well-oiled machine – if there’s a better rate, I’m on it.
QUESTION 4
How often do you check savings best buy tables?
A
B
Annually – I assume my bank gives me a good enough rate, so I don’t check often.
Rarely – I set up my savings and forget about it.
C
D
Every few months – I like to make sure my money is steadily growing.
Frequently – I always keep an eye out for the most competitive rates.
QUESTION 3
What best describes your savings goals?
A
B
I’m saving because I know I should, but I don’t have a clear plan yet.
I save consistently, so that I have a safety net in case of an emergency.
C
D
I have a rainy day fund and I’m saving for some specific goals – holidays and events.
I’m saving for some short-term goals and long-term plans, including retirement.