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