How frequently do you get paid?
Paycheck Planning
How much of your income comes from incentive-based pay such as tips, commission or bonuses?
Paycheck Planning
Does your employer offer a life insurance benefit?
Employee Benefits
Do you use coupons at the grocery store?
Spending
Do you have employer-sponsored healthcare coverage?
Employee Benefits
Do you plan on maxing out your 401(k) this year?
Retirement Plans
How well-tuned are your personal allowances on your W-4 form?
Paycheck Planning
Does your employer match your 401(k) contributions?
Retirement Plans
Do you have an employer sponsored pension program?
Retirement Plans
Right now, do you think it is financially smarter to buy a home or rent?
Buying a Home
Are you planning on buying a home in the next 6 months?
Buying a Home
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
Retirement Plans
Do you know what documentation is required to obtain a mortgage?
Buying a Home
How much do you have saved for a down payment on a new home?
Buying a Home
What type of mortgage do you have or are you shopping for?
Mortgage

Pages