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Do you use coupons at the grocery store?
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Spending
How frequently do you get paid?
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Paycheck Planning
How well-tuned are your personal allowances on your W-4 form?
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Give How well-tuned are your personal allowances on your W-4 form? 1/5
Give How well-tuned are your personal allowances on your W-4 form? 2/5
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Give How well-tuned are your personal allowances on your W-4 form? 4/5
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Paycheck Planning
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
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Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 1/5
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Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 4/5
Give Do you have an employer-sponsored 401(k), or equivalent, retirement plan? 5/5
Retirement Plans
Do you plan on maxing out your 401(k) this year?
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Retirement Plans
Does your employer match your 401(k) contributions?
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Retirement Plans
Do you have an employer sponsored pension program?
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Retirement Plans
Right now, do you think it is financially smarter to buy a home or rent?
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Give Right now, do you think it is financially smarter to buy a home or rent? 1/5
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Give Right now, do you think it is financially smarter to buy a home or rent? 4/5
Give Right now, do you think it is financially smarter to buy a home or rent? 5/5
Buying a Home
Are you planning on buying a home in the next 6 months?
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Buying a Home
Is your home worth more or less than your outstanding loan balance?
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Home Equity
Do you have a 15-year, 30-year or other type of mortgage?
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Mortgage
Do you know what documentation is required to obtain a mortgage?
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Buying a Home
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