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Subject:  Re: Retirement Plan Advice - Blueprint Date:  8/4/2013  8:31 PM
Author:  JanFromEarth Number:  164 of 178

I am not sure about the paying off the mortgage part. There may be some advantages to keeping the investment dollars and the mortgage. I plan to keep a mortgage at an after tax 3% while earning an after tax 5% on my portfolio of dividend stocks. Just my approach. As far as a "too simple" list is concerned, no such thing. If you give this person a master plan, they will not follow it. Plus, YOU do not know enough to create a master plan. You can only give them direction and you have done so.
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