No. of Recommendations: 1
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.
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.