Financial Planning Tag

A Guide for Blended Family Finances

Blending finances as part of a second marriage are critical to ensuring that everyone's needs are met, now and in the future. It can be challenging to initiate these conversations and create suitable structures to implement a plan, but working with a financial advisor who...

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Pay off the Mortgage or Invest?

Should I aggressively pay off the mortgage or invest my extra cash instead? If your expected portfolio rate of return is at least 3% greater than your mortgage rate, you should seriously consider investing your extra cash and not accelerating your mortgage payments. ...

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