Is Your Savings Strategy Ready for the Long Haul?

What if a simple score could show you exactly how resilient your savings plan is against the pressure of choosing between retirement goals and your kids' college needs?

To find out, answer 5 quick questions to get your Savings Readiness Score and also be entered to win a Back to School Supplies Gift Card!
If you get....

A higher score = You’re ready to handle both.
A lower score = You may need to adjust your plan.

1. How many children in grades K-12 do you have? *

3 or more

None yet

3. Which best describes your current living situation? *

I own my home and plan to stay long-term

I own my home but may move in the next few years

I rent a place I plan to stay in long-term

I rent and may move soon

Which statement best describes your current approach to saving? *

I am actively saving for both retirement and college

I am focusing mainly on retirement savings

I am focusing mainly on college savings

I am not actively saving for either

In the past year, have you used tax strategies (credits, deductions, or planning) to increase your family savings? *

Yes, with help from a tax professional

Yes, I did it on my own

No, but I have looked into it

No, I have not used any tax strategies

✅ Almost There! To see Your Savings Readiness Score & Enter to Win a $100 School Supplies Gift Card, Please Fill Out the Boxes Below

Enter your details so we can show you your personalized score and send you tips. Plus, you’ll be entered into our gift card raffle!

Full Name *

Email *

Phone

Optional but recommended - so we can contact you if you win

Which of these are the main financial goals for you & your family?

* By submitting your information, you’ll be entered into the School Supplies Gift Card Raffle. Three winners will be randomly selected and notified by phone or email within 7 days. No purchase necessary. Must be 18+ and an Ohio resident. One entry per person. Your contact information will be used to send quiz results, savings tips, marketing communications, and winner notifications. You may unsubscribe at any time.