Mortgage Math - Financial Advice in an Uncertain Economy

The national savings rate is up to a 15-year high andThe debt with the highest interest rate is usually
more Americans are getting serious about getting outcredit cards. Financial guru Dave Ramsey suggests
of debt, rather than spending beyond their means.trying a debt snowball. He instructs people who want
When staring down a pile of debt that includesto pay down their credit card debt to make a list of
mortgage, credit cards and school loans, the questionall credit card balances and then tackle the smallest
becomes: Where to begin?balance first. Like the snowball that starts small and
One way to pay down debt that appeals to manygains girth and speed as it rolls down hill, Ramsey
people is making an extra mortgage payment. Thetouts the psychological benefits of watching the
math seems almost irresistible when looking at thenumber of balances diminish along with the total dollar
amount of money that can be saved over the life ofamount.
a mortgage loan by making extra payments. ForIf credit card debt is not an issue, paying down the
example, paying an extra $100 a month on amortgage still may not be the smartest financial
$250,000 mortgage at 6 percent saves over $50,000move. Unless retirement is right around the corner,
and pays the loan off a few years early. That's ausing extra funds to invest in a retirement fund will
smart thing to do, right?give a greater return on that money. One study
Not necessarily, says MSN financial analyst Liz Pulliamfound that most people who make an extra
Weston. "Most people still have better things to domortgage payment each year would have gotten
with their money, even in this economy, than to pay11to 17 cents more on the dollar if they had invested
down a low-rate debt that's often tax-deductable toin a 401k instead.
boot."Should you pay down the mortgage or invest in the
Weston points out that if someone is carrying creditstock market? Although its hard to see now long
card debt, say at 12 percent, every dollar putterm returns in the stock market probably will
towards paying off that debt earns an instant 12outpace the money saved by paying down mortgage
percent return. That is a great return considering thedebt looking over a time horizon of 20 to 30 years.
hit most retirement funds have taken over the lastIn these times of economic uncertainty, building an
year and home values are shaky these days. Even aemergency savings plan is also a smarter thing to do
one-year certificate of deposit only averages aroundthan making that extra mortgage payment. Most
a 2 percent return.financial planners suggest having enough in savings to
A 2007 study found that an estimated 16 percent ofcover at least three-months' expenses, and the
American home owners pay extra on their mortgage.smarter safety net is six months' of expenses in
But that might not be the smartest use of funds.savings. While the paying-down-the-mortgage math
Financial planners all sing the same tune when itseems sound, double check the numbers before
comes to paying off debt: tackle the debt with thewriting that check.
highest interest rate first.