Do you have a 15-year, 30-year or other type of mortgage?
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
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 already saving for your child's college education?
Saving for College
Where will your child go to college?
Saving for College
What percentage of your child's college education do you plan on paying for through savings?
Saving for College
Are you using a 529 Plan to save for your child's education?
Saving for College
How much equity do you have in your home?
Home Equity
Did you save enough for your child's college education?
Financing College
Does your child have a meal plan at school?
Financing College

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