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When a Mortgage Is Part of Your Retirement Plan

In the experience of the financial adviser David Markle, people who are undisciplined about money during their careers will be similarly undisciplined in retirement. So he pushes the anti-debt message hard with his clients, hoping to curb their free-spending impulses. “I tell them, ‘If you have debt, you’re not ready …

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When a Mortgage Is Part of Your Retirement Plan

In the experience of the financial adviser David Markle, people who are undisciplined about money during their careers will be similarly undisciplined in retirement. So he pushes the anti-debt message hard with his clients, hoping to curb their free-spending impulses. “I tell them, ‘If you have debt, you’re not ready …

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