Do you have employer-sponsored healthcare coverage?
Employee Benefits
Do you use coupons at the grocery store?
Spending
Are you planning on buying a home in the next 6 months?
Buying a Home
Buying a Home
Do you have an employer sponsored pension program?
Retirement Plans
Does your employer match your 401(k) contributions?
Retirement Plans
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

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