Your Mortgage & Retirement

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Your Mortgage & Retirement

Maria Thackwell - Maria Thackwell Mortgage-CompanyHow do you pay off a 30 year mortgage and also save for retirement? So how does retirement saving get achieved? Isn’t it better to pay off debt before trying to save?

Should you roll your credit card and GE money balances into your mortgage? What about taking advantage of the zero percent interest on credit card transfers? What if your daughter decides to get married? Have you got a spare $20,000 to fund the wedding? If you are 35 now, that means 65 to be debt free.

These questions do not always have obvious answers. Managing debt effectively would be the single most critical component of achieving your financial goals. So how do you save for retirement and pay off a 30 year mortgage at the same time?

It very much pays to have an independent look at your total debt, including your mortgage, credit cards, so called ‘interest-free’ loans, car payments and all other debt at regular intervals. Right now interest rates are very low so it’s the perfect time to review your debt. Call me to do this for you.

And regarding retirement, make sure you pay into KiwiSaver as a good start to your retirement while you still have a mortgage.

By | 2016-11-22T15:51:41+00:00 Friday, 15 January 2016|Tips & Advice|0 Comments

About the Author:

Maria Thackwell
Maria Thackwell The Mortgage Manager Who Understands Your Situation After 26 years in banking and four years as one of NZ’s top performing mobile mortgage managers, Maria Thackwell started Maria Thackwell Mortgage Company in 2012 to help people build bright futures. Her goal in becoming a mortgage broker was to use her expertise in finance to help her clients get the very best lending deals and make mortgages fun. Like many Cantabrians, Maria lost her home in the earthquakes. It made her realise that life is short and that the time had come to follow her true passion; giving people the best possible mortgage advice so they can build bright and positive futures. She also understands what it’s like to have her world turned upside down and wants to help families rebuild their lives. Maria is here to simplify all your lending, whether it’s refinancing, getting a construction loan, a first home loan or investment finance. One appointment with us is like meeting with lots of financial institutions. We listen carefully to your requirements then match you with the very best lender for your needs. And while we’re 100% Canterbury owned and proud of it, we can help you no matter where you live in New Zealand and overseas. It’s so easy to get started.

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