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Are you ready to buy?
Buying a home can be one of your most significant investments in life. Some
information that may be helpful before, during and after your purchase. The
information should help you in making an intelligent and informed decision. As
always if you have any questions please call or email Dave Sedlak.
The purchase of your home is one of your most significant investments in your
life. Not only are you buying a vacation home and a shore home that will give
you and your family many years of happiness and memories, but a large share of
your cash resources may be needed. The more informed buyer is less likely to be
overwhelmed during the buying process. Ideally this process will run smooth and
trouble free with the help of an experienced, Professional REALTOR. I will give
you detailed information that will help you make an intelligent, informed
decision. Remember, if you have any questions about the process, I'm only a
phone call or email away!
- A Key Investment
- Income Tax Savings
- Equity - Savings
- Important Things To Avoid Before Buying a Home
- The Effect of Changing Jobs
- No Major Purchases of Any Kind
- Don't Buy a Car - or Did You Already Buy One?
- Debt-to-Income Ratios and Car Payments
- How Buying a Car Reduces Your Purchase Price
A Key Investment
On the average vacation homes at the shore will appreciate Ten to Fifteen
percent a year. Some years will be more, some less. The figure will vary from
area to area and proximity to the ocean.
Take a close look
If you purchase a $500,000 vacation home, and got a mortgage for 80%, and put
down twenty percent that would be an investment of $100,000. At an appreciation
rate of 10% annually, a $500,000 property would appreciate $50,000 the first
year. Your .return on investment. the first year is $50,000 with an investment
of $100,000. Your annual percentage "return on investment" would be Fifty
Percent. Of course, you have to make mortgage payments and pay taxes, along with
a utilities and a few other costs. However, since the interest on your mortgage
and your property taxes are both tax deductible, with some limitations, the
government is essentially subsidizing your vacation home purchase. In most cases
your rate of return in buying your vacation home is higher than any other
investment you will make.
Income Tax Savings
Because of income tax deductions, the government is basically subsidizing your
purchase of a home. With some limitations the interest and property taxes you
pay in a given year can be deducted from your gross income to reduce your
taxable income. Property taxes may be deductible, too. Whatever property taxes
you pay in a given year may also be deducted from your gross income, lowering
your tax obligation. Always check with your Tax Advisor or Accountant for
information specific to your financial situation.
Equity - Savings
Some people have a difficult time saving money, and a house is an like a savings
account. You receive your savings in two ways. Every month, a portion of your
payment goes toward the principal. Second, your home appreciates. Over time,
history has shown that owning a home is one of the best financial investments
you can make.
Important Things To Avoid Before Buying a Home
Don.t Move Money Around! When a lender reviews your loan package for
approval, one of the things they are concerned about is the source of funds for
your down payment and closing costs. Most likely, you will be asked to provide
statements for the last two or three months on any of your liquid assets. This
includes checking accounts, savings accounts, money market funds, certificates
of deposit, stock statements, mutual funds, and even your company 401K and
retirement accounts.
If you have been moving money between accounts during that time, there may be
large deposits and withdrawals in some of them. The mortgage underwriter (the
person who actually approves your loan) will probably require a complete paper
trail of all the withdrawals and deposits. You may be required to produce
cancelled checks, deposit receipts, and other seemingly inconsequential data,
which could get quite tedious. Perhaps you become exasperated at your lender,
but they are only doing their job correctly. To ensure quality control and
eliminate potential fraud, it is a requirement on most loans to completely
document the source of all funds. Moving your money around, even if you are
consolidating your funds to make it "easier," could make it more difficult for
the lender to properly document. So leave your money where it is until you talk
to a loan officer. Oh.don.t change banks, either.
The Effect of Changing Jobs
For most people, changing employers will not really affect your ability to
qualify for a mortgage loan, especially if you are going to be earning more
money. For some homebuyers, however, the effects of changing jobs can be
disastrous to your loan application. For most people, changing employers will
not really affect your ability to qualify for a mortgage loan. For some
homebuyers, however, the effects of changing jobs can be disastrous to your loan
application.
Salaried Employees
If you are a salaried employee who does not earn additional income from
commissions, bonuses, or over-time, switching employers should not create a
problem. Just make sure to remain in the same line of work. Hopefully, you will
be earning a higher salary, which will help you better qualify for a mortgage.
Hourly Employees
If your income is based on hourly wages and you work a straight forty hours a
week without over-time, changing jobs should not create any problems.
Commissioned Employees
If a substantial portion of your income is derived from commissions, you should
not change jobs before buying a home. This has to do with how mortgage lenders
calculate your income. They average your commissions over the last two years.
Changing employers creates an uncertainty about your future earnings from commissions. There is no track record from which to produce an average. Even if you are selling the same type of product with essentially the same commission structure, the underwriter cannot be certain that past earnings will accurately reflect future earnings. Changing jobs would negatively impact your ability to buy a home.
Bonuses
If a substantial portion of your income on the new job will come from bonuses,
you may want to consider delaying an employment change. Mortgage lenders will
rarely consider future bonuses as income unless you have been on the same job
for two years and have a track record of receiving those bonuses. Then they will
average your bonuses over the last two years in calculating your income.
Changing employers means that you do not have the two-year track record
necessary to count bonuses as income.
Part-Time Employees
If you earn an hourly income but rarely work forty hours a week, you should not
change jobs. There would be no way to tell how many hours you will work each
week on the new job, so no way to accurately calculate your income. If you
remain on the old job, the lender can just average your earnings.
Over-Time
Since all employers award overtime hours differently, your overtime income
cannot be determined if you change jobs. If you stay on your present job, your
lender will give you credit for overtime income. They will determine your
overtime earnings over the last two years, then calculate a monthly average.
Self-Employment
If you are considering a change to self-employment before buying a new home,
don.t do it. Buy the home first. Lenders like to see a two-year track record of
self-employment income when approving a loan. Plus, self-employed individuals
tend to include a lot of expenses on the Schedule C of their tax returns,
especially in the early years of self-employment. While this minimizes your tax
obligation to the IRS, it also minimizes your income to qualify for a home loan.
If you are considering changing your business from a sole proprietorship to a
partnership or corporation, you should also delay that until you purchase your
new home.
No Major Purchase of Any Kind
Review the article title "Don.t Buy a Car," and apply it to any major purchase
that would create debt of any kind. This includes furniture, appliances,
electronic equipment, jewelry, vacations, expensive weddings and automobiles, of
course.
Don't Buy a Car
When an individual.s income starts growing and they manage to set aside some
savings, they commonly experience what may be considered an innate instinct of
modern civilized mankind. The desire to spend money. Since North Americans have
a special love affair with the automobile, this becomes a high priority item on
the shopping list. Later, other things will be added and one of those will
probably be a house. However, by the time home ownership has become more than a
distant and hopeful dream, you may have already bought the car. It happens all
the time, sometimes just before you contact a lender to get pre-qualified for a
mortgage. As part of the interview, you may tell the loan officer your price
target. He will ask about your income, your savings and your debts, then give
you his opinion. "If only you didn.t have this car payment," he might begin,
"you would certainly qualify for a home loan to buy that house."
Debt-to-Income Ratios and Car Payments
When determining your ability to qualify for a mortgage, a lender looks at what
is called your "debt-to-income" ratio. A debt-to-income ratio is the percentage
of your gross monthly income (before taxes) that you spend on debt. This will
include your monthly housing costs, including principal, interest, taxes,
insurance, and homeowner.s association fees, if any. It will also include your
monthly consumer debt, including credit cards, student loans, installment debt,
and car payments.
How a New Car Payment Reduces Your Purchase Price
Suppose you earn $5000 a month and you have a car payment of $400. At current
interest rates (approximately 8% on a thirty-year fixed rate loan), you would
qualify for approximately $55,000 less than if you did not have the car payment.
Even if you feel you can afford the car payment, mortgage companies approve your
mortgage based on their guidelines, not yours. Do not get discouraged, however.
You should still take the time to get pre-qualified by a lender. However, if you
have not already bought a car, remember one thing. Whenever the thought of
buying a car enters your mind, think ahead. Think about buying a home first.
Buying a home is a much more important purchase when considering your future
financial well being.