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Mortgage Planning

 

 

 


  We have the keys to your financial future!


Home ownership is one of the best ways to secure your financial future. Let us help you unlock the benefits that come with home ownership. Take a look at some of the benifits below
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TAXES:

Save on your yearly federal tax bill. Mortgage interest payments may be tax deductible.

 

INVESTMENT:

Homes typically appreciate in value over time and are one of the most secure investments.


EQUITY


Equity increases over time and can be accessed to pay for a variety of things. Many home
owners use their equity for home improvements or to pay off high interest credit cards.

PAYMENTS

Mortgage payments can be more predictable than rent. This allows you to better budget your
monthly expenses and plan for the future.
  

 
The value of real estate has dramatically fluctuated over the past few years.


Dashfunding.com helps clients evaluate their main concern: Should we be utilizing the equity in our home differently? There are different answers to this question that depend on the goals of the individual. The solution should be based on a complete financial profile and not only based on equity.


Let
Dashfunding.com share with you a few options that exist. You can then begin to evaluate your situation to see which one fits your goals consisting of your short and long term financial objectives.


Option 1- Do nothing : The easiest option is to do nothing. Not only is this the path of least resistance, but it may seem like the least risky. It involves no change while providing you with additional equity. As your home appreciates and you continue to pay down your principle balance, the belief is that you gain. This option is known as the “forced savings concept”.



Option 2 – Consolidate debt: Use the equity in your home to consolidate “non-preferred debt” into “preferred debt”. In other words, pay off installment debts that aren’t tax deductible through a refinance which is tax deductible. Simply, “non-preferred debts” hold higher interest rates and aren’t tax deductible. If you choose this option, you should strive to not accumulate non-preferred debts going forward. Keep in mind, these options are part of an entire financial strategy.


Option 3 – Invest your equity: Reposition the equity from your home to take advantage of available, investment opportunities. If applied wisely, this option can reap the most benefit financially while adding to your portfolio. There are several ways that to accomplish this and we highly recommend that you talk with a Dashfunding.com mortgage professional to set an appointment for a full, complimentary analysis.

Your mortgage is a financial instrument that should be woven into your long and short term financial plans. It should be molded to create a debt strategy that leads to a long term wealth accumulation for you and your family. Once again, it is our goal as your Mortgage Planner to stimulate your wealth through the knowledge we possess to help you grow.
 
 
 
 
 
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562-665-4077