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.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra