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Retired couple deciding how to invest

Should You Use Your Investments to Pay Off Your Mortgage?

Financial PlanningBy webdev@active-8.comJuly 27, 2026

For many retirees, the question isn’t whether to put an extra few hundred dollars toward the mortgage each month. Instead, it’s this: Should I use money from my investment accounts to pay off my remaining mortgage? It’s an understandable question. After years of saving and investing, it can be tempting to use part of your…

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    • What We Do
      • Financial & Tax Planning
      • Business Owner Solutions
      • Family Office Concierge Services
      • 401(k) & Retirement Plan Solutions
    • About
    • Education
      • Videos
      • Insights
      • Founder Fuel
    • Contact
    • Form CRS