Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (84 words)

Important Factors to Consider When Paying Off Your Mortgage

The flowchart below covers important decision-making factors a client must consider when paying off their mortgage, such as:

  • Thoroughly weighing the pros and cons involved in this big decision, and how they specifically relate to their financial situation.
  • Recognizing what degree of flexibility they may or may not have after paying off the mortgage.
  • Considering any tax implications that may result from paying off the mortgage.
  • Identifying sound reasons for paying off the mortgage, and determining the best course of action if applicable.

Should-I-Pay-Off-My-Mortgage-2022.pdf

×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

ETFs VS. Mutual Funds: What Are They & Why Use Bot...

Search Blogs Module

Wait a minute, while we are rendering the calendar
vision screening asset Planning Charles Schwab relief efforts insurance policies driver license earnings fallout spring cleaning hurricane Dorian clients Victor Dergunov Puerto Rico 900 number Open House trustee fees company cell phone SIM swap scam illiegal robocallers estate planning Roth IRA credit score information Legal robocalls Flexible Spending Account 401K Orange County family members home mortgages text messages Economic Security email notifications holidays approach card reader Independence Day parking spots summer phone companies executive order jury duty home break-ins Social Security bottom line VOIP landline phones 23 andme information Facebook April 11 ice cream event CARES Act stock pile Ice Cream Social CA FTB items Part D premiums . Mobile Banking Security Tips EEChecklist-Kits.pdf stockpilingchecklist.pdf credit cards ID card official certification July 6 donation items Healthcare Notary Public memorial Day weekend health care costs scams web address banking water … Open Enrollment estate planning direction July weekend spam phone Shred paperwork donation counts Joey Gonzales assets emergency folder Coronavirus Aid stimulus package people medications self-help topics pet IRS deadline Two-Step Verification debt account numbers phishing scams credit card fraud wells Fargo opt-out retirement ice cream partner /owner identity thieves check lists notary services Brexit vote September 9 Retirement Contribution Limits rescue organizations emergency kits https ://seekingalpha tax deadlines consumer spending Federal Trade Commission website vacation retirement planning coronavirus CFP ® Wells Fargo employees student loans Medicare Part B September 30 2020. retirement plans 2017 Equifax breach tax filing deadlines increase Affordable Care Act borrowing money privacy notices “ skimmer ”. Medicare question CERTIFIED FINANCIAL PLANNER exam Erin Nelsen birth certificates January 10 interest rates September 8 business hours privacy settings Financial Planning Magazine checklists Fox News story estate Part B retirement accounts pet supplies news coverage car loans life saver chip-enabled EMV cards cell phone service provider Kiplinger Letter toilet paper Facebook profile markets IRS Treasury Department tax deadline gap insurance identity theft breach Medicare Advantage 2017 IRA contributions non-prescripstion sunglasses Medicare Part B premiums house sitter pet donation drive 70 1/2. IRA accounts Social Security Administration 2018 IRA contributions April 15 policy DNA test kits contribution limit National Ice Cream month Supplemental Security Income blog post president Trump home security media accounts clients show support health care services fun facts drive /usb Labor Day insurance policy Wells Fargo customers phone credit monitoring service 4 pm -8pm credit freeze records offering insurance flash drive tax returns cell phone carriers operations manager home emergency preparedness kits earthquake app Auto insurance integral member FSA pets clone counterfeits COVID -19 virus https :// February 14 padlock cell phone carriers offer Amazon prescription eyeglasses 20 year anniversary Medicare FEMA website paper records July 4 money spread Asset Planning fun atmosphere payments cell phones years pet industry portal market turmoil credit card company California Lions Friends cell phone provider home emergency kit Expired medications tax records April 18 2017. Medicare plan paperwork clutter D premiums Kraig Mathias July 3 rd phishing sites team members settlement options home TD Ameritrade disaster areas emergency kit 2017 TD Ameritrade National LINC Conference June 29 Orange County Superior Court interest client portal investment statements documents October 1 2020. tax season app trust