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Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
Important Milestones
Category: General, Tax Planning, Insurance Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Featured
Am I Impacted By The Social Security Fairness Act?
Category: Retirement / Decumulation
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning
How Must I Take Distributions From The Roth IRA I Inherited?
Category: Estate Planning
What Documents Do I Need To Collect For Filing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
What Issues Should I Consider At The Start Of The Year?
Category: General
Master List Of Goals
Category: General
Guide Recommendation Tool
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General

Should I Pay Off My Debt(s)?

Debt complicates not only our finances, but our emotions too. Much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that!

With your assistance, clients will have a more productive conversation around debt, develop strong reasons for paying off their debt, and identify the most optimal path for getting there.

This flowchart covers important decision-making factors a client must consider when tackling their debts, such as:

  • Maintaining their emergency fund, despite any potential conflicting priorities.
  • Balancing the importance of paying off debt without jeopardizing any other financial goals they previously set for themselves.
  • Identifying sound rationale and motivations for paying off debt, and determining the best course of action.
Related Guides
What Issues Should I Consider To Fund My Child’s College Education?
Category: General
What Issues Should I Consider When Paying Off My Student Loans?
Category: General
Am I Eligible For An IDR Plan For My Federal Student Loans?
Category: General
Should I Consider Refinancing My Mortgage?
Category: General, Assets and Investment Planning
What Issues Should I Consider When Funding An Unexpected Expense?
Category: General
Should I Pay Off My Mortgage?
Category: General, Assets and Investment Planning

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