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Do you have employer-sponsored healthcare coverage?
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Give Do you have employer-sponsored healthcare coverage? 1/5
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Employee Benefits
Do you use coupons at the grocery store?
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Spending
Are you planning on buying a home in the next 6 months?
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Give Are you planning on buying a home in the next 6 months? 1/5
Give Are you planning on buying a home in the next 6 months? 2/5
Give Are you planning on buying a home in the next 6 months? 3/5
Give Are you planning on buying a home in the next 6 months? 4/5
Give Are you planning on buying a home in the next 6 months? 5/5
Buying a Home
Right now, do you think it is financially smarter to buy a home or rent?
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Give Right now, do you think it is financially smarter to buy a home or rent? 1/5
Give Right now, do you think it is financially smarter to buy a home or rent? 2/5
Give Right now, do you think it is financially smarter to buy a home or rent? 3/5
Give Right now, do you think it is financially smarter to buy a home or rent? 4/5
Give Right now, do you think it is financially smarter to buy a home or rent? 5/5
Buying a Home
Do you have an employer sponsored pension program?
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Give Do you have an employer sponsored pension program? 1/5
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Retirement Plans
Does your employer match your 401(k) contributions?
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Give Does your employer match your 401(k) contributions? 1/5
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Give Does your employer match your 401(k) contributions? 5/5
Retirement Plans
Do you plan on maxing out your 401(k) this year?
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Give Do you plan on maxing out your 401(k) this year? 1/5
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Give Do you plan on maxing out your 401(k) this year? 5/5
Retirement Plans
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
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Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 1/5
Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 2/5
Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 3/5
Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 4/5
Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 5/5
Retirement Plans
How well-tuned are your personal allowances on your W-4 form?
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Give How well-tuned are your personal allowances on your W-4 form? 1/5
Give How well-tuned are your personal allowances on your W-4 form? 2/5
Give How well-tuned are your personal allowances on your W-4 form? 3/5
Give How well-tuned are your personal allowances on your W-4 form? 4/5
Give How well-tuned are your personal allowances on your W-4 form? 5/5
Paycheck Planning
How have you used the equity in your home?
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Give How have you used the equity in your home? 1/5
Give How have you used the equity in your home? 2/5
Give How have you used the equity in your home? 3/5
Give How have you used the equity in your home? 4/5
Give How have you used the equity in your home? 5/5
Home Equity
Is your home worth more or less than your outstanding loan balance?
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Give Is your home worth more or less than your outstanding loan balance? 1/5
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Give Is your home worth more or less than your outstanding loan balance? 4/5
Give Is your home worth more or less than your outstanding loan balance? 5/5
Home Equity
What's the most important factor for a mortgage to you?
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Give What's the most important factor for a mortgage to you? 1/5
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Mortgage
Do you have a 15-year, 30-year or other type of mortgage?
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Give Do you have a 15-year, 30-year or other type of mortgage? 1/5
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Give Do you have a 15-year, 30-year or other type of mortgage? 4/5
Give Do you have a 15-year, 30-year or other type of mortgage? 5/5
Mortgage
What type of mortgage do you have or are you shopping for?
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Give What type of mortgage do you have or are you shopping for? 3/5
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Give What type of mortgage do you have or are you shopping for? 5/5
Mortgage
Do you know what documentation is required to obtain a mortgage?
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Give Do you know what documentation is required to obtain a mortgage? 1/5
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Give Do you know what documentation is required to obtain a mortgage? 5/5
Buying a Home
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