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Did you save enough for your child's college education?
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Financing College
Does your child have a meal plan at school?
0
Financing College
Are you fully funding your 401(k) plan at work?
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Saving for Retirement
Will your child help to pay for their education by working or taking out loans?
0
Financing College
Where will your child live during college?
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Financing College
What will your retirement lifestyle be?
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Saving for Retirement
How much of your current monthly income will you need in retirement?
1
Saving for Retirement
What percentage of your retirement need will Social Security provide?
0
Social Security
How much do you have saved for retirement?
0
Saving for Retirement
Will you retire, or have you retired with a pension?
1
Saving for Retirement
Where are the majority of your retirement savings?
1
Saving for Retirement
Have your retirement investments increased or decreased in value over the last 6 months?
0
Saving for Retirement
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