Refinance Break-Even Calculator

Find out if refinancing your mortgage makes financial sense

Current Loan
New Loan
Typically 2-5% of loan amount
Break-Even Point
42 months
Time to recoup closing costs

Monthly Payment Comparison

Current New
Monthly Payment $2,017 $1,679
Monthly Savings $338

Long-Term Analysis

Total Interest (Current Path) $373,104
Total Interest (New Loan) $324,376
Lifetime Interest Savings $48,728

If You Stay 10 Years

Total Savings (Monthly) $40,560
Minus Closing Costs -$8,400
Net Savings $32,160
Refinancing Makes Sense

You'll break even in 42 months and save $32,160 over your planned stay.

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Frequently Asked Questions

When does refinancing make sense?

Refinancing typically makes sense when you can lower your interest rate by at least 0.5-1%, plan to stay in your home longer than the break-even period, and the monthly savings justify the closing costs. You should also consider your remaining loan term and overall financial goals.

What is the break-even point for refinancing?

The break-even point is when your total monthly savings equal your refinancing costs. Calculate it by dividing your closing costs by your monthly savings. For example, if closing costs are $6,000 and you save $200/month, break-even is 30 months.

What are typical refinance closing costs?

Refinance closing costs typically range from 2-5% of the loan amount. This includes application fees, appraisal, title insurance, origination fees, and other charges. On a $300,000 loan, expect to pay $6,000-$15,000 in closing costs.

Should I roll closing costs into the new loan?

Rolling closing costs into your loan means you don't pay out of pocket, but you'll pay interest on those costs over the life of the loan. This increases your total interest paid. It may make sense if you don't have cash available, but paying upfront is usually more cost-effective.

Is it worth refinancing to a shorter term?

Refinancing to a shorter term (e.g., 30 to 15 years) typically means higher monthly payments but significant interest savings. It makes sense if you can comfortably afford the higher payment and want to build equity faster and pay off your home sooner.