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Between rising interest rates and the passage of tax reform, many clients may be wondering if it is an opportune moment to pay off the mortgage. Here’s what you need to know…
In this opinion piece, Wharton finance professor Michael R. Roberts suggests that some homeowners should consider investing any extra money they have rather than using it to make additional mortgage payments.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025