Optimizing assets for impact and peace of mind.
William, a generous man with a $4.2 million estate, was concerned about the substantial remaining balance on his mortgage. He wanted to increase his annual charitable contributions and further fund a trust for his grandchildren's education, but his current mortgage payments severely limited his disposable income. William's outdated trust also needed review, potentially impacting the efficiency of his estate planning.
Golden Door Asset utilized our Refinance Calculator to illustrate the benefits of refinancing William's existing mortgage at a lower interest rate and extending the term. The calculator showed that refinancing could reduce his monthly payments by over $3,000, resulting in a total savings of $187,000 over the life of the new loan. This freed up significant capital for William to pursue his philanthropic goals and contribute more to his grandchildren's education fund.
The Refinance Calculator was used to compare William's current mortgage terms with potential refinance options, factoring in interest rates, loan terms, and closing costs. The PITI Calculator further helped visualize the impact on his monthly housing expenses.
$187,000 in total savings over the life of the refinance, plus increased capacity for annual charitable donations
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