Strategic planning for a lucrative partnership exit.
Linda has significant student loan debt from her children's education, a mortgage on her primary residence, and a desire to renovate her kitchen, totaling approximately $350,000 in combined debt. Maximizing the value of her deferred compensation payout while managing these existing debts and avoiding unnecessary tax implications presents a substantial challenge, especially considering her blended family estate planning needs.
By using the Loan Calculator, Golden Door Asset helped Linda evaluate different loan payoff scenarios, including consolidating debts and refinancing her mortgage. The Loan Calculator quickly illustrated the impact of different interest rates and repayment terms, allowing Linda to see that by consolidating and refinancing, she could save over $50,000 in interest payments and free up $2,000 per month in cash flow.
The Loan Calculator was used to model different repayment scenarios, factoring in interest rates, loan terms, and potential tax implications. These results were then integrated into a comprehensive financial plan that also addressed Linda's estate planning and investment needs.
$50,000 in interest savings and $24,000 annual cash flow increase by debt consolidation and mortgage refinancing.
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