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The Hidden Cost of Paying Off Your Mortgage Early

Most people assume that the sooner they pay off their mortgage, the better they will be financially. They point to the thousands of dollars of interest expense that they would avoid each year that the mortgage is paid off early. While the cost of keeping a mortgage is easily understood...most people don't consider the opportunity cost of paying off their mortgage early.

On the Importance of Proactive Tax Planning

Those who practice traditional tax preparation (CPAs, accountants, enrolled agents, etc.) without the ongoing review and assessment of their clients’ entire financial situation put their clients at risk of long-term tax consequences costing additional tax liabilities and delaying their financial independence.