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More and more clients are willing to refinance, and in many cases, understandably so. But taking on a major mortgage can have a significant impact on a client's long-term financial plan—and sometimes, that impact can be dangerous.
With mortgage rates at a 30-year low and real estate still going strong, many homeowners are rushing to refinance their mortgages and take out extra cash at the same time. But that's not always their best option.
To invest in the market or pay off that mortgage—it's a question that presents a clear conflict of interest for advisors. The best approach: Help clients make their own decisions by mapping out the issues at stake.
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