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

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