Debt Planning

Read more about the article Thoughts on Paying off a Mortgage Early
Debt Planning Investment Management
Debt Planning

Thoughts on Paying off a Mortgage Early

5-Minute Read If you’re a homeowner with a mortgage, should you try to pay it off early? As a financial planner, I’m frequently asked this question. It often leads to…

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February 1, 2024
Read more about the article The Value of Having Debt Capacity
Debt Planning

The Value of Having Debt Capacity

9-Minute Read Let us start with a warning. The ideas in this piece are NOT for everybody. The strategies to follow may be helpful if you don’t have a strong…

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August 24, 2021
Read more about the article A Checklist for Home Mortgage Refinancing
Debt Planning

A Checklist for Home Mortgage Refinancing

5-Minute Read At the time of this writing, conventional mortgage rates across the country are below 3 percent as they have been for several months during the global pandemic. Perhaps…

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December 4, 2020

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