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Should Frank and Michelle pay off the mortgage on the house using some of the money from her purchase of a half-share in the residence?

Warren MacKenzie Jan 12, 2023
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Optimize Wealth Management Welcomes Dubert Rocuant and its newest office in Rocky Mountain House, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management Welcomes Kendal Justinen and its newest office in Rocky Mountain House, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management Welcomes Mark Spence and its newest office in Waterdown, Ontario, furthering its Nationwide Expansion

Featuring Warren MacKenzie. Frank and Michelle are planning to marry soon, merging their finances to some extent while being mindful of the interests of their four children. Frank is age 75, and Michelle is 72.  

Optimize Wealth Management Welcomes Dubert Rocuant and its newest office in Rocky Mountain House, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management Welcomes Kendal Justinen and its newest office in Rocky Mountain House, Alberta, furthering its Nationwide Expansion

Optimize Wealth Management Welcomes Mark Spence and its newest office in Waterdown, Ontario, furthering its Nationwide Expansion
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Optimize Wealth Management Welcomes Greg Burke and its newest office in Bedford, Nova Scotia, furthering its Nationwide Expansion