Is Paying Off Debt Better Than Investing?

As a former financial planner I know that not all finance is just about the math. The truth is that earning money, spending money, and saving money is a highly emotional thing. While it is fine to suggest that people eliminate emotion when dealing with money, that’s a little bit like telling people to eliminate hunger when dealing with dieting, it just won’t work in the long run. Is It Better to Save Money or Pay Off Debt? One of the things that gets thrown around like a solid, no-exceptions, rocket science idea from time to time is the concept of paying off debt as a high, guaranteed return. The theory goes a little something like this: If you pay off a credit card with an 18 percent interest rate, then that is like getting a guaranteed 18% return on your investment. Obviously, a sure thing 18 percent return is probably the best possible investment in the world from a risk/return perspective. But, is it really that simple? Mathematically, paying off higher interest debt is always the right move. However, that isn’t necessarily always the best move for real life, particularly if your finances are not in very good shape …

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Your Money AND Your Life

I write this personal finance blog because I like writing, I have real, professional experience in finance, and I like to help people. I also know that when I read a lot of the financial advice out there, it is either, too complicated, too oversimplified, or flat out inaccurate. This isn’t too surprising, because dealing with money and all of the various things that go with it, like savings, borrowing, investing and so on can get complicated very quickly. It is also very easy to lose sight of the forest, for the trees. I thought this might be a good time to remember that your balance sheet is not how you keep score in life. Living Your Life Making Smart Financial Decisions Recently, a reader left a comment on my review of Credit Karma basically calling me a fool for leasing a car. This seemed odd. Leasing does have a lot of moving parts, but the concept itself isn’t a scam. He went on to say that the only smart thing to do was buy a used car and live debt free. Then I knew, what was going on. Some people lock into “rules” about finance and take them as the …

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