Archive for February, 2009

Is now the time to become debt free?

Saturday, February 21st, 2009

Time to change the game. I’ve had verbal confirmation from the debt free guru himself (Dave Ramsey). Now is the time to either save all your money or invest some of it INSTEAD of paying extra towwards bills.

It’s getting ugly out here folks. We ALL know more than one person that’s been laid off or have lost their job within the last 6-12 months. To put it into perspective, my wife and I have been laid off from our positions within the same year (’08).  I was able to find employment while taking a $20K pay cut. She’s pregnant with our fifth child and after 4 months isn’t as fortunate (which is expected). She’s had her resume all over the place and has had only ONE legit callback.  We halfway expected this.  I told her not to worry about finding another position too much considering the circumstances.

Thanks, to my budgeting program, we’re forecasted to not have to touch savings until August of this year (Unless things change).

Enough of me and my situation…

Getting ready for work the other day they had Dave Ramsey on the news grilling him for financial advice. I couldn’t believe what I was hearing. He adamantly stated that now is the time to SAVE your money and don’t pay down anything right now. Of couse, make your minimal payments. But don’t apply anything extra towards bills.

If you know you’re getting laid off and will get a severance, DO NOT pay down or off bills.  Build your cash stash immediately and as fast as you can in order to be able to ride out any long term unemployment.  Also, build your emergency cash fund to beyond the 3-6 months window he previously suggested. He recognizes the sincere crisis we’re facing and is willing to put his debt free intentions for America on hold.

On another note, I was listening to his radio station today and was re-inspired by one of his callers. His caller and her husband has paid off their $120,000 home mortgage while having a combined income of less than $80,000 in three years.

They didn’t have kids so I can’t entirely put myself in their shoes but I’d like to think it’s doable. Having said that, I think I’m switching the direction of this site from general debt reduction to a more centralized goal of paying off our mortgage.

Right now, I’ll need to get a grip on what our finances will be like so I can’t really take the site there until our situation is more stable and understood.  Once I get a grip on that, I’ll throw all the numbers out there and we’ll track the progress.

If someone could answer me a question, I’d really appreciate it.  Is it better to put lump sum amounts of cash on the principal when paying off a home or is it better to Pay it all off at once?  I’d probably go with the last option because that keeps the cash in my hands the entire time in case of emergency but I’m anxious to hear your pros or cons of both.

But for now, we’re just like you… Just trying to keep our head above water.

We’re still determined that ‘09 is our year!

Thinking twice before refinancing home or car.

Tuesday, February 17th, 2009

It never fails.  A relative of mine called me about refinancing their car and then the conversation switched to the home.  After discussing the options available it occured to me that I was once there thinking of playing the refi game also.

I used to have a ‘99 Isuzu Rodeo and I was tired of the $330, 5 year (13.9% interest rate) monthly payments and wanted to do something about it. I searched the Internet until my finger prints wore off and found great interest rates I could refinance at.

Then there was a problem.  I started thinking…

After paying for 2-3 years on the car, I’ve had enough with the high interest rate. But if I was to refinance, my payments would’ve been lower but the number of payments would have increased. To put it in layman terms, I would’ve paid for the car twice.

Same with my house. I wasn’t always this financially crazed Deity that knew it all.

In 2001 we bought our house on a 30 year 6.85 fixed interest rate.  In 2003 we refinanced it to 5.875%. Luckily not much was lost.

Others aren’t as fortunate.  Imagine owning a house for 15 of those 30 years and wanting to refinance.  Most people refinance again for 30 years.  Of course you’ll have a lower payment but you’ll be paying more in the long run. In effect you’d be paying 45 years (15 (already in)  + 30 more) for the home when you should only been paying for 30 years.

For instance, let’s say you took out a $100k loan on a home @ 6.85%. You’re looking at $650/month.  15 years later  you owe $74K (and have paid $91K in interest).  Now you refinance that $74K @ 5% for 30 years and your payment is now $536/month.

So basically, you’re willing to save $114/month for 15 extra years of payments. Not to mention you’ve wasted $91K in interest over the last 15 years. And guess what? The new refinanced loan will be just like the previous loan meaning that the first 10-15 years you pay your loan will be applied to mostly interest.

Same with a car.

The only time to refinance would be when you haven’t been in a loan for a significant amount of time and the interest rate is at least 1.5% lower than your current rate.  If you do finance, make sure you finance for the life of the loan you’re currently financed for.  So if you’re into year 10 of your thirty year loan and the interest rates are unbeatable, refinance for 15 years or 20 in order to not be paying twice for the home.

Something to think about when you’re ready to pull the refinance trigger.  Of course, I’m here all week and don’t forget to tip your waitress.

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