Do you plan on maxing out your 401(k) this year?
Retirement Plans
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
Retirement Plans
How well-tuned are your personal allowances on your W-4 form?
Paycheck Planning
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
What's the most important factor for a mortgage to you?
Mortgage
Do you have a 15-year, 30-year or other type of mortgage?
Mortgage
What type of mortgage do you have or are you shopping for?
Mortgage
How much do you have saved for a down payment on a new home?
Buying a Home
Do you know what documentation is required to obtain a mortgage?
Buying a Home
What percentage of your child's college education do you plan on paying for through savings?
Saving for College
Where will your child go to college?
Saving for College
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

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