Mortgages

What do mortgages have to do with financial planning?

Great question! Especially since we do not sell, service, or provide mortgages. So why do we discuss the subject? Because most people will channel more of their lifetime dollars through the mortgage(s) they will own than all other financial accounts combined!

Banks / lenders do a great job helping you to get a loan, however, they do not test or advise on how the various mortgage options might impact your overall financial goals. How you pay for your mortgage can influence other areas you may not consider such as taxes, taxation of social security, retirement income, legacy goals, charitable goals, and oppurtunity costs. Making prudent choices in this area often has a dramatic impact on your future. Meet our three couples in the video to see how different choices might impact your future.