How much equity do you have in your home?
Home Equity
Do you save something each month for your child's education?
Saving for College
Where will your child live during college?
Financing College
What will your retirement lifestyle be?
Saving for Retirement
Does your child have a meal plan at school?
Financing College
Did you save enough for your child's college education?
Financing College
Will your child help to pay for their education by working or taking out loans?
Financing College
Will your child receive non-loan financial aid (i.e., scholarships, grants)?
Financing College
Are you fully funding your 401(k) plan at work?
Saving for Retirement
What percentage of your retirement need will Social Security provide?
Social Security
Where are the majority of your retirement savings?
Saving for Retirement
Have your retirement investments increased or decreased in value over the last 6 months?
Saving for Retirement
How much do you have saved for retirement?
Saving for Retirement
How much of your current monthly income will you need in retirement?
Saving for Retirement
At what age do you plan on retiring?
Saving for Retirement

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