Consumer Reports Money Advisor

Pay Off That Mortgage Before You Retire | Consumer Reports Money Advisor quotes W. Ben Utley, CFP®

"Folks that pay off their mortgages, they walk around like they're on cloud nine," quips Certified Financial Planner® W. Ben Utley when asked if it's a good idea to retire your debts before you retire yourself. Utley discusses the financial planning around paying off your mortgage, including tax issues and deductibility of interest. Article by Greg Daugherty

Two Careers, One Retirement | Consumer Reports Money Advisor quotes W. Ben Utley, CFP®

Certified Financial Planner® W. Ben Utley urges readers to use caution when planning lump sum distributions (or rollovers) from pension plans at retirement, noting that fees, commissions and outright fraud has cost many a retiree-to-be their life savings. Utley also discusses the details of his-and-hers financial plans for retirement as well as issues surrounding post-retirement health insurance. Article by Greg Daugherty