The financial fitness tool is more like a tool to help you gauge your control over your household finances. The assets such as cash in hand, cash in bank and other such assets which can be liquidated immediately.
#Financial health calculator how to
How to calculate: Current ratio Cash or Cash equivalents/short term liabilities.
The Client Relationship Summary (or Form CRS) contains important information regarding products, services, and fees. Using the financial fitness tool will help you understand the way you have been making your financial decisions till now, and hence, will help you rectify the mistakes, if any. Meaning : This ratio represents the ability of an individual to service the short term liabilities in case of any financial emergency. For further questions about which individuals associated with North Star Resource Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-80. Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services.
Not all registered persons are registered as investment advisor representatives. From how much debt they have, to their retirement plans to how they feel about their everyday financial situation they can all impact their financial health.
#Financial health calculator registration
You may also refer to their individual bio pages on this website to find their registration status. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. (“Securian”), a registered broker-dealer and investment adviser, member FINRA / SIPC. Financial Health Score Financial Calculators Insurance Calculator. Gauging your financial health is much more complex than determining your credit score. North Star Resource Group is independently owned and operated and offers its own suite of products and services entirely independent of Securian.Ĭertain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. FIST - Its all about your FInancial STability. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Each tab has various inputs as a guide for your financial position. This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. This helps you better understand your income and expenses.
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