Financial resources that actually help

The best Mentor sessions don't happen by accident—they happen when you come prepared. Focused questions lead to focused answers that actually move your finances forward. This checklist helps you identify what matters most so every conversation counts.

Use this checklist to maximize your 401(k) in 2026: confirm employer match, set contribution increases, review investment options, and optimize your retirement savings strategy.

Your thirties blend earning power with time — the perfect recipe for retirement progress. But between mortgages, kids, and student loans, it's easy to feel behind. This quiz gives you an honest assessment of your retirement readiness and practical next steps that work with your real life, not against it. Seven quick questions, zero guilt trips.

Twenty-somethings often assume they have "plenty of time" for retirement planning, but are you making progress or just treading water?

The average American only gets 47% correct on similar financial literacy quizzes. How will you score?