Whether you’re new to working with a Money Coach or a veteran who knows the perks of having a money mentor, perhaps the questions below can make their way into your next call with a Money Coach.
In no particular order, here is our list of the top ten financial questions we get asked, plus a bonus question that’s currently trending in popularity:
#1 Benefits & Open Enrollment
Should I keep my HMO medical plan or consider a health savings account and a high deductible plan? What’s the difference?
#2 Home & Mortgage
Can I afford to buy a house?
#3 Credit & Debt
What is the best way to pay off credit card debt?
How can I get started with saving money?
How much emergency savings is enough?
Should I try to pay off my mortgage early or save more for retirement?
#7 Home & Mortgage
Is it a good time for me to refinance?
I’ve tried budgeting, but it hasn’t worked out – can you help me get organized?
Do I need life insurance? How much? Which kind is best?
Will I be able to retire when I want to? How do I know?
Is there anything I can do to pay less in taxes?
Have you been wondering about any of these things? Have another money question on your mind? Your Money Coach is happy to help. If you haven’t worked with a coach before, it’s easy to get started. You’ll be glad you did.
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