Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.

If you're thinking about paying off your mortgage, it's best to consider the domino effect your decision may have on other parts of your financial plan.  In this episode, we discuss steps to take to determine if this is the right choice for you.

Things to consider: 

• Why do you want to pay it off?
• Determine where the money is coming from.
• Review any tax implications of your decision.
• Think about the dominos of how your decision effects other parts of your plan.
• Engage your financial planner prior to making a final decision.

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For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com

Contact Us:
Email us at info@haasfinancialgroup.com

Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.