As most homeowners are aware, the interest rates on home mortgages have dropped significantly over the past few months to levels that have not been seen since early 1999.  You may be missing out on significant savings if you are continuing to pay your mortgage at a higher interest rate.  For example, if you borrowed $150,000 to purchase your home last year using a fixed or adjustable rate mortgage, chances are your interest rate is over 8%.  Right now, you could borrow that same $150,000 at an interest rate around 7%.  By refinancing your current mortgage, you could save over $100 per month on your mortgage payment.  This savings would more than pay for any closing costs that go along with refinancing your mortgage.

 

There are two types of refinancing that all homeowners should consider.  The first kind is what is called a rate/term refinance, when you simply “pay off” your existing mortgage balance with a new mortgage at the lower interest rate.  You also can use a rate/term refinance to shorten the term on your existing mortgage.  For example, a 30-year fixed rate mortgage could be refinanced using a 15-year mortgage, a change that can often save you thousands of dollars in interest payments over the life of the loan. 

 

The second type of refinance loan is the cash-out refinance, in which you, the homeowner, can essentially add on to your existing mortgage and finance a new, larger loan amount, receiving cash back in order to finance home improvements, consolidate debt, save for college tuition, pay for a new car, etc.  Keep in mind, however, that most lenders will have limits on the amount of equity that you can use for this type of loan.  Besides the monthly savings that can result from a cash-out refinance, the biggest advantage can often be the tax-deductibility.  The interest that you pay on your mortgage is tax-deductible, so paying for the examples above will often bring you a better tax benefit than dipping into your savings or investments to make the same purchases.

 

Clearly, refinancing your current mortgage can save you money, but you are probably wondering about what costs may be involved.  Most of the closing costs (between $800 and $1,000 for a conventional loan program) are standard for all loans, with the one difference being the cost for title insurance, which can vary from loan to loan.  Note that any loan that exceeds 80% of the current value of your house will usually require you to pay Private Mortgage Insurance (PMI), which will increase your monthly payment.  However, some lenders have creative financing solutions that can help you avoid PMI.

 

At this point renters may be wondering how they can take advantage of the lower interest rates.  Now may be the time to start looking for that first house before housing prices rise in the springtime.  But before you go looking, there are a few things that you should know to make your search go smoothly.  First, meet with a mortgage loan officer to get pre-qualified for a mortgage loan.  By doing this, you will know what you can reasonably afford to spend on a mortgage payment; you can then narrow your search to those homes in your price range.  Second, ask questions and take notes!  It’s hard to remember everything about the mortgage loan process, especially when it’s your first time purchasing a home.  Ask questions about the loan programs offered to you by each lender you visit—the notes that you take during these meetings will help you to consider which mortgage option and which lender is the right one for you.

 

As a new resident of the Tenney-Lapham neighborhood, I have seen first-hand the tight bond that exists in the neighborhood and its residents strong commitment to constant improvement.  As a home mortgage consultant at Wells Fargo Home Mortgage, my goal is to form close relationships with my customers and display a commitment to helping them achieve their financial goals.  Because of this shared goal of helping others, I would like the Tenney-Lapham Neighborhood Association to benefit as well.  Therefore, I will donate to the TLNA $100 for each loan processed for a current TLNA resident.  This way, the neighborhood as a whole can reap the benefits as well.  If anyone has any questions regarding refinancing their current mortgage or is interested in purchasing a home or investment property, please feel free to call Anthony Finarelli at Wells Fargo Home Mortgage at any of the following numbers—Work (221-5000), Mobile (513-6767) or Home (251-6767) any time.  Or, just stop by 1145 Sherman Avenue if you are in the neighborhood.

-       Anthony Finarelli

 

Return to March/April Table of Contents