Financial Check-Up — Fourzan Financial

1 · When you picture retirement, is it a date or a vibe?

I have an actual year or age in mind A rough range — "mid-60s, maybe" "Someday" Honestly haven't pictured it

2 · How many old 401(k)s from previous jobs are floating around out there?

Zero — everything's consolidated One Two or more …I'd have to go look My employer doesn't offer a 401(k)

3 · Which retirement accounts do you already have?

Check all that apply.

401(k) / 403(b) through work Roth IRA Traditional IRA SEP IRA / Solo 401(k) — self-employed Other — 457(b), TSP, pension, HSA… None yet — it's been on the list

…and do you feel you're getting the full benefit from them — the employer match, the tax breaks, the right investments?

Pretty confident I am Getting some of it, probably missing some I contribute, but that's where my knowledge ends Not sure where to even start

4 · If you have kids — have their accounts been started? 529s, the new Trump Accounts?

Yes, up and running On the to-do list Wait — what's a 529 or a Trump Account? No kids

5 · How long has "get my finances in order" been on your list?

It's handled A few months A few years Since roughly forever

Are you on track? Let's find out.