Loans

Pay Off Mortgage Early or Invest in Retirement

If you are contributing the maximum amount in your tax deferred accounts (401k, 403b, IRA) and you have money still available to invest, what should you do? Should you use the funds to start paying off your mortgage early or invest the fund in your taxable accounts towards retirement? This decision is based on the …

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Asset Allocation Pie

Asset Allocation and Taxes Made Simple

You already know that you need to save and invest a large amount of money to retire early. Where should you invest your money and what type of account is best for each type of investment. Here is how I split up my portfolio among various asset classes and accounts. Allocation to Stocks Most people know …

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