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Planning for a Fulfilling Retirement: Checklist for last 10 years before Retirement
Retirement might appear like a distant dream but requires long term preparation. Becomes paramount in the last 10 years before retirement.
Neil Joseph
Jul 22, 20243 min read
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Making the Most of a Mortgage-Free Retirement
Nearing Retirement and being mortgage-free, you're standing on the threshold of a new chapter in your life, but how do you navigate further?
Neil Joseph
Jul 22, 20243 min read
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Navigating Retirement with a Mortgage: Financial Strategies for Peace of Mind
For many retiring in a mortgage-free home is just a dream. But, with planning and prudent financial decisions, you can still navigate it.
Neil Joseph
Jul 22, 20243 min read
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A Comprehensive Comparison: HELOC vs. Reverse Mortgage vs. Downsizing
Home Equity Line of Credit (HELOC), Reverse Mortgage, and Downsizing are key equity release options available to homeowners in retirement.
Neil Joseph
Apr 15, 20245 min read
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Downsizing Dilemma: Investing in a Bigger Down Payment or Diversifying Proceeds?
Once you've decided to downsize, the question of what to do with the purchase arises. No Mortgage, Small Mortgage or Invest proceeds?
Neil Joseph
Mar 18, 20243 min read
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Understanding the Financial Impact: Is Your Home an Asset or a Liability?
The question of whether a home is an Asset, or a Liability has long been debated. However, the answer is not always either or!
Neil Joseph
Mar 16, 20247 min read
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