Freedom Score™Improves your Home & Assets pillar by ~55 pts.
What's my Freedom Score? →

Mortgage Refinance

Should you refinance? Get the honest math.

Enter your current mortgage and the new offer. We'll show the break-even month, monthly savings, and whether you'll actually come out ahead.

$349/mo

monthly savings

Break-even: 19 months

Current mortgage

New loan

The verdict

New payment

$1,701

Monthly savings

$349

Break-even

19 mo

Savings while you stay

$22,806

Interest saved (lifetime)

$45,299

Freedom Coach™

Refi wins by $22,806 in the 7 years you'll stay.

New payment: $1,701/mo (saves $349/mo). Breakeven on $6,500 in fees: 19 months.

  • Get 3 lender quotes on the same day — rates and fees swing 0.5%+ across lenders.
  • Resetting to 30 years quietly adds interest — model a 15/20-year refi to compare.
  • Ask about a no-cost refi (fees rolled in at slightly higher rate) — better if you might move in 3–5 years.

Premium

Save scenarios & unlock all tools

Save multiple refi offers side-by-side and compare 15/20/30-year terms in one dashboard.

Unlock Premium

Frequently asked questions

When is refinancing worth it?

When you'll stay in the home LONGER than the break-even month. Rule of thumb: refi if you'll save more than the closing costs in the years you'll stay put.

What's the 1% rule?

Old rule: refi if new rate is 1%+ lower. Modern rule: math it — a 0.5% drop can be worth it on a $500k loan; a 1% drop may not be on $150k.

Should I roll closing costs into the loan?

Yes if the break-even shifts inside your stay horizon. No if you have cash and plan to stay 10+ years — you'll pay interest on those fees for decades.

Does resetting to a new 30-year add interest?

Yes — quietly. Model a 15/20-year refi too. Same monthly savings, dramatically less total interest.

How long does refinancing take?

Typically 30–45 days. Rate lock 45–60 days is standard. Have 2 months of statements and W-2s ready to submit fast.

Free email series

Get personalized guidance

Join our email list for tailored tips, milestone nudges, and new calculator releases.

No spam. Unsubscribe any time.