The age-old debate continues: should you pay off your mortgage early or invest for the future? In this video, Josh with Millard Financial Group and Erin Kennedy talk through whether the answer to that question has changed considering the high rate on "safe returns" for your lazy money and low interest mortgage rates.

Before deciding if you should put a big chunk of change toward your mortgage, Josh recommends you walk through these questions:

-Do You Need the Liquidity?

-How do the "Returns" Compare?

-What's Your Life Stage?

-What are the Tax Implications?

-Do You Need Peace of Mind?

For most people, paying off your mortgage is both a mathematical and emotional decision. But it's important to crunch the numbers to see what actually brings peace of mind. If you'd like to talk through the pros and cons with Josh, please give him a call at 260.488.8300

#Mortgage #DebtFree #WealthMangement #MortgageRates #LazyMoney

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.