Financial Advice

Do you use coupons at the grocery store?
Spending
How frequently do you get paid?
Paycheck Planning
How well-tuned are your personal allowances on your W-4 form?
Paycheck Planning
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
Retirement Plans
Do you plan on maxing out your 401(k) this year?
Retirement Plans
Does your employer match your 401(k) contributions?
Retirement Plans
Do you have an employer sponsored pension program?
Retirement Plans
Right now, do you think it is financially smarter to buy a home or rent?
Buying a Home
Are you planning on buying a home in the next 6 months?
Buying a Home
Is your home worth more or less than your outstanding loan balance?
Home Equity
Do you have a 15-year, 30-year or other type of mortgage?
Mortgage
Do you know what documentation is required to obtain a mortgage?
Buying a Home

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