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HELOC Savings Calculator

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Understanding HELOCs and Refinancing for Savings

A Home Equity Line of Credit (HELOC) is a flexible borrowing option that allows homeowners to tap into their home's equity. It functions much like a credit card, with a set credit limit that you can draw from as needed. HELOCs typically have a draw period followed by a repayment period, during which you pay back both the principal and interest. While convenient, interest rates on HELOCs can fluctuate, especially with changing market conditions.

Many homeowners can benefit significantly by refinancing their current HELOC, especially when attractive new offers become available. Refinancing involves taking out a new HELOC to pay off your existing one, ideally at a lower interest rate or with more favorable terms. This process can lead to substantial savings over the life of the loan, both in terms of total interest paid and monthly payments.

How to Calculate Potential HELOC Savings

To determine if refinancing your HELOC is a smart financial move, you need to compare the costs associated with your current loan versus a potential new offer. The key factors are your current HELOC balance, the interest rate you're currently paying, the interest rate of the new offer, and the remaining term of your loan.

Our HELOC Savings Calculator simplifies this comparison. By inputting your current loan details and the proposed new HELOC terms, the calculator will estimate:

  • Total Interest Saved: The total amount of money you could save on interest charges over the remaining term of your loan by switching to the new HELOC.
  • Monthly Interest Saved: The reduction in your monthly interest payment, providing an immediate impact on your cash flow.

Example Calculation:

Let's consider an example. Sarah currently has a HELOC with a balance of $50,000. Her current interest rate is 8.5%, and she has 15 years remaining on her loan term. She receives an offer for a new HELOC with a rate of 7.0% for the same remaining term.

Using the calculator:

  • Current HELOC Balance: $50,000
  • Current HELOC Interest Rate: 8.5%
  • New HELOC Offer Interest Rate: 7.0%
  • Remaining Loan Term: 15 Years

The calculator would then compute the difference in total interest paid under both scenarios and the resulting savings. By refinancing, Sarah could potentially save thousands of dollars in interest over the next 15 years and enjoy lower monthly payments.

It's important to note that refinancing may involve closing costs. Always factor these into your overall savings calculation to ensure the move is financially beneficial.

function calculateHelocSavings() { var currentLoanBalance = parseFloat(document.getElementById("currentLoanBalance").value); var currentInterestRate = parseFloat(document.getElementById("currentInterestRate").value) / 100; // Convert to decimal var newLoanRate = parseFloat(document.getElementById("newLoanRate").value) / 100; // Convert to decimal var loanTermYears = parseInt(document.getElementById("loanTermYears").value); var isValid = !isNaN(currentLoanBalance) && currentLoanBalance > 0 && !isNaN(currentInterestRate) && currentInterestRate >= 0 && !isNaN(newLoanRate) && newLoanRate >= 0 && !isNaN(loanTermYears) && loanTermYears > 0; if (isValid) { var loanTermMonths = loanTermYears * 12; // Calculate monthly payment for current HELOC (using loan payment formula M = P [ i(1 + i)^n ] / [ (1 + i)^n – 1]) var currentMonthlyPayment = 0; if (currentInterestRate > 0) { currentMonthlyPayment = currentLoanBalance * (currentInterestRate / 12) * Math.pow(1 + (currentInterestRate / 12), loanTermMonths) / (Math.pow(1 + (currentInterestRate / 12), loanTermMonths) – 1); } else { currentMonthlyPayment = currentLoanBalance / loanTermMonths; // Simple division if rate is 0 } var totalInterestPaidCurrent = (currentMonthlyPayment * loanTermMonths) – currentLoanBalance; // Calculate monthly payment for new HELOC var newMonthlyPayment = 0; if (newLoanRate > 0) { newMonthlyPayment = currentLoanBalance * (newLoanRate / 12) * Math.pow(1 + (newLoanRate / 12), loanTermMonths) / (Math.pow(1 + (newLoanRate / 12), loanTermMonths) – 1); } else { newMonthlyPayment = currentLoanBalance / loanTermMonths; // Simple division if rate is 0 } var totalInterestPaidNew = (newMonthlyPayment * loanTermMonths) – currentLoanBalance; var totalInterestSaved = totalInterestPaidCurrent – totalInterestPaidNew; var monthlyInterestSaved = (currentMonthlyPayment – newMonthlyPayment); document.getElementById("totalInterestSaved").innerText = "$" + totalInterestSaved.toFixed(2); document.getElementById("monthlyInterestSaved").innerText = "$" + monthlyInterestSaved.toFixed(2) + " per month"; } else { document.getElementById("totalInterestSaved").innerText = "Invalid input. Please enter valid numbers."; document.getElementById("monthlyInterestSaved").innerText = ""; } }

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