For this next question, we’re going to ask you about your investable assets across bank accounts (personal, saving, money market, or trust accounts), retirement (401(k), IRAs, etc.), and investment accounts (stocks, bonds, mutual funds, commodities, annuities, Exchange-Traded Funds (ETF), etc.). This does not include land or real estate. Please know all information collected will be held in the strictest of confidence and used for internal research purposes only.
What is the approximate total value of your investable assets?
Thinking about an average month, how much do you spend all together on variable expenses? By variable expenses we mean expenses that vary in the amount you pay each month, like groceries, dining out, gas, vehicle expenses, clothing, fashion/shopping, entertainment, fitness, gadgets, home improvement, travel, etc. Your best guess is fine but please provide one amount and not a range.
Which of the following best describes when you buy or try out new technology? By “new technology,” we mean things like the latest smartphones, home devices, smart wearables, etc.