Replacement HECM Calculator
What would the retirement portfolio look like if the client did not have to make monthly principal and interest payments? By replacing a mortgage with the HECM, payments are not required. Compare portfolio values for the client who is making traditional mortgage payments versus a plan that is not burdened with principal and interest obligations.
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.
