Ryan A. Dunn, CFP®Dec 20, 2023Paying Off the Mortgage Early? Wait.Key Takeaways It’s always better to pay off high interest debt before paying off low-interest debt. If you have a low fixed-rate...
Ryan A. Dunn, CFP®Nov 22, 2023Tax OptimizationIncentives for Retiring in New JerseyKey Takeaways New Jersey has both compelling lifestyle reasons yet financial detractors of living in the state. New Jersey has seen a...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Sep 6, 2023Tax OptimizationTrying to Time the Mortgage Market?Key Takeaways The Fed doesn’t set mortgage rates. Look to the 10-year Treasury for guidance. If life circumstances dictate a move, do the...
Ryan M. Vogel, CFP®May 3, 2023Wealth ProtectionWhen Does It Make Sense to Pay Off Your Mortgage?Key Takeaways Being too conservative can lead to poor financial decisions. Before rushing to pay down that mortgage, think about where ...
Ryan A. Dunn, CFP®Jan 25, 2023Wealth TransferFinding Cash Under the Couch CushionsKey Takeaways Your prized heirlooms may be worth far less than you think, but other trinkets may be surprisingly valuable. Remember,...