Do you have a 15-year, 30-year or other type of mortgage?
Mortgage
What's the most important factor for a mortgage to you?
Mortgage
How have you used the equity in your home?
Home Equity
Is your home worth more or less than your outstanding loan balance?
Home Equity
Are you already saving for your child's college education?
Saving for College
What percentage of your child's college education do you plan on paying for through savings?
Saving for College
Do you save something each month for your child's education?
Saving for College
How much equity do you have in your home?
Home Equity
Has the value of your home increased or decreased in the last 6 months?
Home Equity
Are you using a 529 Plan to save for your child's education?
Saving for College
Where will your child go to college?
Saving for College
Will your child receive non-loan financial aid (i.e., scholarships, grants)?
Financing College
Did you save enough for your child's college education?
Financing College
Does your child have a meal plan at school?
Financing College
Are you fully funding your 401(k) plan at work?
Saving for Retirement

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