Are you already saving for your child's college education?
Saving for College
Are you using a 529 Plan to save for your child's education?
Saving for College
Do you save something each month for your child's education?
Saving for College
Has the value of your home increased or decreased in the last 6 months?
Home Equity
What percentage of your child's college education do you plan on paying for through savings?
Saving for College
What will your retirement lifestyle be?
Saving for Retirement
Does your child have a meal plan at school?
Financing College
Will your child help to pay for their education by working or taking out loans?
Financing 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
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
How much of your current monthly income will you need in retirement?
Saving for Retirement
How much do you have saved for retirement?
Saving for Retirement

Pages