Putting Your Extra Cash to Work

It’s hard to beat this time of the year with the holidays and everything that comes along with it, and we hope that you enjoyed a wonderful Thanksgiving. We have a lot to be thankful for and hope you do as well when you look back on this year and what’s to come in 2024.

Today we want to go over a couple of meetings we’ve had recently with clients who had needed to address some specific scenarios. In each of these scenarios, we’ll share the process we went through and the different options we considered before helping them determine the best path forward.

 

Here’s some of what we discuss in this episode:

• What should you do with the extra money each month once your mortgage is paid off?
• Why it might make more sense to pay off your mortgage now if you have the extra cash.
• Changing from a joint tax filing to a single filer and is it worth staying in a marriage for.

 

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