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Give Yourself a Financial Check-Up: 25 Ways to Measure Your Financial Health   

The late New York City mayor Ed Koch was known for his trademark query "How am I doing?" as he asked people for feedback on his progress at the helm of America's largest city. Some people feel the same way about their finances and are looking for personalized assessments of their strengths and weaknesses and/or comparisons to other people in similar circumstances as themselves. This class will discuss 25 resources, techniques, and metrics to assess clients’ individual/household financial health. It covers a wide variety of personal finance topics that are linked together because they are all associated with some type of financial progress assessment or measurement of financial health. 

 

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