Financial Planner...

On Friday, I had a meeting with a financial planner. We went over a few things as to my finances and what I wanted to achieve in my (not yet created) portfolio.
Without wanting to divulge too much personal information in this (or any) blog, I could have payments go to paying off a mortgage, money for vacations, or continue to have the base grow and not touch any of the money.
Actually, refinancing is a major consideration right now and why I didn't act sooner is basically lack of response on my part.
None of us own a crystal ball and his starting investment price is much steeper that I would consider, I did get the seeds for more research.


CS Blog number 68,900 we've reached a milestone...
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Comments (4)

Refinance as soon as possible. Interest rates are starting to go up in March and there will be further rate hikes during the current year. Good luck!
Thanks. My window of opportunity is closing. I'll try to get something this week.
Do you have stock investments, if so did you take a hit as Russia approaches the Ukraine? A couple of my friends took a big hit, mine did real good nice gain.
Fay, I never lost any money in the market because I have no investments in the market.
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chatillion

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created Feb 2022
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