Saver Checklist

This checklist is made up of characteristics of successful savers, which include debt management. It can serve as a useful starting point for evaluating one's savings preparedness.

Check off your savings accomplishments to see how you're doing.

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Your Results

  • 13-15 checks: You are probably a highly successful saver.
  • 10-12 checks: You are probably a good saver.
  • 8-9 checks: You are making saving progress.
  • 6-7 checks: You have the potential to be a good saver.
  • 0-5 checks: You need to think more about how to save successfully.

Here's why each accomplishment is important.

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Tip of the Day

  • Written by Administrator2 | March 19, 2014

    Having emergency savings may be the most important way to stay afloat financially http://ow.ly/r6i1n

Saver Stories View all »

The Gift of Homeownership

Written by Tammy G. Bruzon | August 5, 2015

Quaneka Willis, a single mother of three children, was receiving rental assistance through the Housing Authority of the City of Milwaukee when she decided to take control of her finances. So, in September of 2013 she attended the Make Your Money Talk program and pledged as a Wisconsin Saver. In less than 12 months, she had maximized her savings and was beginning the process of purchasing her first home.

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Starting Over

Written by Katie Bryan | October 28, 2013

Until last summer, Michael Lindman spent money freely. “I was a union truck driver for 35 years and had a good income,” said Lindman. “I owned my own home, saved a little, and tried to live within my own budget. You always think there’s going to be that much coming in, but things can change in a split second.”

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Jump-Starting a Financial Makeover

Written by Katie Bryan | October 28, 2013

Nichelle Johnson, a single mom with two teenage children, knows what it’s like to stretch a dollar. When she moved back to Virginia Beach in 2008, she provided for her family with just a part-time library position.

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