DEBT & SAVINGS ALERTS

Question 1

Debt Elimination Plan

Answer 1

-Has 3+ Debts

Question 2

Savings

Answer 2

• $10,000+ in checking & Savings

Question 3

CD: Explore options w/a higher rate of return

Answer 3

-Has a CD getting less than 2%

Question 4

Upcoming Inheritance

Answer 4

-Expecting inheritance within the next 2 yrs

Question 5

Annuities May Annutize

Answer 5

-Owns an Annuity

Question 6

Educational Savings Acct.

Answer 6

• Children under 18

- checked “NONE” on the question for funding any Educational Savings Accounts