Tag: mortgage

Is a Reverse Mortgage Right for You?

Are you worried that you’ll run out of money during your lifetime?  Are you uneasy about the flat stock market and low interest rates?  Would...

Refinancing – Your Personal “Economic Stimulus” Package?

  In our 40+ years as wealth advisors, we’ve heard the question many times.  Should I refinance?  The reasons vary, but it typically comes down...

What the HECM (pronounced heck-em) is a HECM?

12 Ways to Help Improve Your Retirement Results! A HECM is a Home Equity Conversion Mortgage.  As a line of credit, it can’t be cancelled,...

The Best (Safe) Investment You’ll Ever Make – Paying Down Your Mortgage

Are you looking for peace of mind, and significantly improved monthly cash flow?  This could be a great time to pay down or pay off...

Making the Decision to Pay Off the Mortgage

Paying off one’s mortgage is an emotional decision as well as an analytical decision. In previous articles, I have gone through both angles.  Now I wanted...

Should I Pay Off My Mortgage?

When deciding to pay off one’s mortgage I discuss three things with clients:  risk tolerance, expected return, and your personal balance sheet. The risk decision...

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