SUBSCRIBE
Enter your Name and Email address to get
the newsletter delivered to your inbox.
Please include name of person that directed you to my online newsletter so I can thank them personally.
Kahn, Berman, Solomon Taibel & Mogol, P.A.
307 International Circle, Suite 620
Hunt Valley, MD 21030-1487
Phone: 410-308-0300
Fax: 410-308-0303
Email: info@kbstm.com
Website: www.kbstm.com
September 2025
Manage Your Debt Portfolio
Like most people, you probably have a debt portfolio in addition to your investment portfolio. To make the most of your finances, you need to evaluate your debts regularly, just as you evaluate your investment performance. As we approach the final quarter of 2025, now is a good time to conduct a review to stay on track. Here are some debt management tips:
- Categorize debts into good and bad debt and assess how they align with your financial goals.
- Focus on paying off high-interest, bad debts first.
- Leverage good debt. Ensure your investments have a clear return pathway and weigh the risks associated with borrowing.
- Seek professional guidance.
Navigating debt can be complex. Talking with your trusted advisor about tailoring your strategy based on your financial situation can provide valuable insights. Contact your trusted advisor today to discuss your unique situation.
CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.