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Investment advisory services provided by NewEdge Advisors, LLC doing business as Carriage Financial Group, LLC as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
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The decision whether to retire with or without a primary residence mortgage is a key planning issue for most retirees. This has become even more of an issue as housing values rise and mortgages grow bigger, often making the house the most valuable asset on the retiree’s balance sheet.