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 to […]

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, unlike […]

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 […]

By |June 5th, 2015|Categories: Personal Finance|Tags: , , , , |0 Comments

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 is […]