Turning deferred compensation into generational wealth.
Linda's $1.5 million buyout presents both opportunity and complexity. She desires a second home near the coast, envisioning family gatherings for years to come. However, she worries about the mortgage impact on her retirement and whether it jeopardizes her children's inheritance, especially with a complex blended family dynamic and estate plan already in place.
Using Golden Door Asset's Mortgage Interest Calculator, we showed Linda various mortgage scenarios for her desired property. By inputting estimated property values, down payment options based on her deferred compensation, and current interest rates, we demonstrated the impact of a 30-year versus a 15-year mortgage. We then used the Student Loan Calculator to show her how paying off her step-son's student loans now would free up cash flow to offset the mortgage interest payments.
The Mortgage Interest Calculator was used to dynamically illustrate different loan amortization schedules based on varying interest rates and down payments. The Student Loan Calculator was then employed to explore the financial impact of paying off existing student loan debt.
$275,000 in potential mortgage interest savings identified by selecting the optimal loan term and down payment strategy, enabling Linda to confidently purchase her dream property without jeopardizing her retirement or estate plans.
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