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Financial Planning

/Financial Planning

Is a Mortgage Getting in the Way of Retirement?

This is a critical question and a perceived roadblock that many face as they approach the magical transition time we call retirement. I believe Covid may have changed many folks’ vision of retirement as well. So I am curious, what goes into your discussion with your clients and their families on Retirement related to real estate and mortgage? Is a mortgage getting in the way of someone retiring or putting them behind schedule for this magical date? How does Real Estate planning fit into Retirement planning? Because of the many conversations I have about this, for each of my clients I like to have a heart-to-heart consultation at least five years from retirement on their plans and how real estate fits into