Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Scenario: Sarah and John visit you at the local banking office and needs assistance in looking to manage their finances better. As their banker, you

image text in transcribed
image text in transcribed
Scenario: Sarah and John visit you at the local banking office and needs assistance in looking to manage their finances better. As their banker, you start with small chat before diving into business. Once you start your conversation, you uncover that they have a home that they believe is worth an estimated $325,000, which they owe approximately $98,000. Currently, the mortgage rate is at 5% fixed for 30-years, with a monthly payment of $1,150. Their gross annual income is $120,000 or $10,000/month. Additionally, they have roughly $28,000 in credit card debt. Their credit card debts consist of 3 credit cards. The respective balance and interest rate on each card are (a) $6,000 at 18%; (b) $7,000 at 0% for 12 months and then goes to 20%; and, (c) $15,000 at 13%. For the credit card debt, assume that the required monthly payments are 2% of the outstanding balance. Lastly, they would like to remodel their walk-out basement and add a pool in their back yard. They have received quotes from contractors that state the pool and renovations will cost $95,000. In this case, study, assume that the estimated amounts are accurate and use these values in your assessment. Sarah and John have come to you to help them determine what the best course of action is. On their credit cards, they have the ability to borrower an additional $200,000 if needed. They have calculated the average interest rate on these credit cards is at 13%. How should they pay for the desired renovations? Realizing they have a few options, you ask them if you can follow up in two days where you will present the pros and cons of each of the following options (they agree): Your response should answer the following questions: 1. What is Sarah's and John's current financial position? a. What is the current LTV on their home? b. What are their current monthly payments (all-in)? c. What is their debt-to-income (DTI)? 2. Examine the pros and cons if Sarah and John utilize their credit cards to finance the renovations: a. Assuming the data above, what is the annual interest expense on their debt? b. What will be their total monthly cash payments? c. What is the current payment on their credit cards? What will the payments increase to if they use their credit cards? d. What are the pros and cons of using credit cards? e. What will be their DTI? 3. Examine the potential of using a home equity line of credit to finance the pool and pay off existing credit card debt? a. How much equity do they have in their home? b. What will be their future LTV (combining all debts)? C. Assuming the current interest rate on a 30-year mortgage is 3.25%, what will be their new mortgage payment? d. What will be their new DTI? Based on your analysis of the three options, which option would you recommend and why

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image_2

Step: 3

blur-text-image_3

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Corporate Financial Reporting And Analysis

Authors: David Young, Jacob Cohen

3rd Edition

1118470559, 9781118470558

More Books

Students also viewed these Accounting questions

Question

What obstacles interfere with eff ective listening?

Answered: 1 week ago