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September 17, 2026

The Case for Carrying a Mortgage Into Retirement

In the Kiplinger article “The Case for Carrying a Mortgage Into Retirement,” journalist Maurie Backman explores why entering retirement with a mortgage may make financial sense, particularly for homeowners with a low, fixed interest rate. The article examines the potential benefits of preserving liquidity, keeping funds invested, managing taxes, and maintaining greater financial flexibility. Our...
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