Independence Is About Having Options

We define "Mortgage Independence Day" differently than your parents or grandparents did.  Rather than having your loan paid in full, we prefer to identify "Mortgage Independence Day" as the day when you have enough money , IN A SEPARATE ACCOUNT, to pay off the home loan...IF THAT IS WHAT YOU CHOOSE TO DO.  We think that lots of cash in the bank (or investments) is the ultimate form of independence.  

It appears that our mantra of equity splitting and investing for your future is catching on.  The New York Times ran an article about Baby Boomers who are rejecting the traditional Boomer Economics model for our Asset Optimization Strategy.

CLICK HERE FOR THE FULL STORY AND NEW YORK TIMES ARTICLE