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Confidential FactFinder.pdf 2026

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  2. Begin by filling out the 'Real Estate' section. Enter your mortgage or rent payments, homeowner insurance, and property taxes for each house you own.
  3. Next, move to the 'Personal' section. Document your monthly expenses such as food at home, dining out, clothing, and entertainment. Be sure to include any subscriptions and charitable contributions.
  4. Proceed to the 'Utilities' section. Input your monthly costs for electricity, water, gas, cable/internet, and telephone services.
  5. In the 'Automobile' section, list your car payments (loan or lease) for each vehicle you own along with maintenance and repair costs.
  6. Finally, review all totals at the bottom of each section to ensure accuracy before saving your completed form.

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