Posts tagged mortgage

Financial Planning Opportunities Amid Market Downturns: Planning Techniques

On this episode of Finance In A Flash, we conclude our series titled: Financial Planning Opportunities Amid Market downturns. Throughout the episode, we cover several planning techniques such as Roth Conversions, Refinancing your mortgage, and reevaluating your budget, especially if you are in the distribution phase.

Investments, Mid Career Professional, Podcast, Pre-Retiree, Retiree, Retirement Planning, TaxChip Hymiller, AIF®, CFP®July 15, 2020Personal Finance, tax planning, personal financial planning, Roth IRA, mortgage

Should You Payoff Your Mortgage?

Eliminating debt is a key factor in accumulating wealth, but is paying off your mortgage as soon as possible the best financial decision?

Retirement Planning, Financial Planning, Mid Career Professional, Pre-Retiree, TaxErin Campbell, CPA/PFS, CFP®May 26, 2020financial planning, debt, mortgage, interest, investments, tax planning, income tax