Tools & Calculators

Mortgage Refinance Analysis

Refinancing changes more than your rate, it resets your timeline and shifts cash flow. Compare keeping your current mortgage against two refinance paths to see which makes the most financial sense for your situation.

Should You Refinance Your Mortgage?

Enter your current mortgage and the terms of your potential refinance. We’ll show you your monthly savings, breakeven point, how much faster you could pay off the loan, and how much you could accumulate if you invested the difference instead.

Your Mortgage Information
Current Loan
What you owe today
$
 
%
On your current loan
New Loan
 
%
Years (e.g. 30, 20, 15)
Paid out of pocket
$
Assumption
Used for “invest the difference” scenario
%

Breakeven Point

How long before lower payments cover your closing costs

Keep Current Loan
Monthly Payment
Remaining Interest
Paid off in
Refi + Invest Savings
New Payment
Monthly Savings
Interest on New Loan
Invested Savings Grow To
Net vs. Keeping Loan
Refi + Keep Same Payment
Payment (unchanged)
Extra/mo to principal
Paid off in
Months saved
Interest Saved vs. Current
Interest Paid Comparison (Lower is Better)
Keep Current
Refi (New Term)
Refi + Same Pmt
What this means for you

Want a personalized refinance analysis?

The real decision involves your tax situation, how long you plan to stay in the home, your broader cash flow needs, and what the rate environment may do. We can model this precisely for your situation.

Talk to Eric or Brianna

Results are hypothetical estimates for educational purposes only. Assumes fixed rates, constant investment returns, and that monthly savings are invested throughout the comparison period. Actual results depend on tax treatment of mortgage interest, investment performance, how long you remain in the home, and whether closing costs are financed or paid out of pocket. This tool does not constitute tax, legal, or investment advice.