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One of the first things a counselor will do with you is put together your budget. Having an idea of your income and expenses is helpful. If you have billing statements handy, even better!
Yes. General financial counseling, including credit counseling, debt counseling are free. Some of our specialized services for reverse mortgage and homebuyer assistance have a fee.
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Needed Items
To make this process as quick as possible, please have the following ready for yourself and any joint account holders on the account, including beneficiary’s: