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