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Math 137 Project part 2 Step 1: Determine the appropriate information. You are in college, ready to pursue a career. 1. What is your intended career? [Software developer] 2. What is the average salary for that career (in the state where you wish to live)? [$117,953] 3. Where would you like to live (city, state)? [Austin, Texas] Step 2: Buying the House Use the website http://redfin.com to find your dream house in your desired area of residence. Record the following information in the blue cells: Price of Home: $229,000 Property Taxes: $409 HOA Dues: $352 Square Feet: 831 Number of Bedrooms: 2 Number of Bathrooms (Full and Half): | 2 Link of Your Dream House: 2600 Penny Ln #207, Austin, TX 78757 | MLS# 1175947 | Redfin You will make a 20% down payment. 1. How much is your down payment? [$45,800] 2. How much will you need to mortgage? [$183,200]
What is your monthly mortgage payment? Compare 4% vs 8% on 30 year loan. 3. Mortgage Monthly Payment: 4% [$874.62] 8% [$1,344.26] Taxes: [$4,908] Homeowners Insurance: [$168] Monthly Total: Mortgage monthly payment + taxes +Homeowners Insurance 4% [$5950.62] 8% [6420.26] 7. 8, Total Interest over the 30 year loan 4% [$131,664.9,] 8% $300,732.41 How would the 8% vs 4% impact on your financial plan? (monthly payment and total interest) The monthly payment at 8% interest is significantly higher than at 4%. This means that there is a higher monthly financial obligation for an 8% interest rate. Also, more interest would be paid with an 8% interest rate compared to a 4% interest rate. In summary, the 4% interest rate appears to be more financially advantageous in terms of both monthly affordability and total interest paid over the life of the loan. Step 3: Furnish the House It's time to shop for your new home! Determine the rooms in your home and what furniture and other items you will need to purchase for each room, along with the price. List the website(s) used to find your furniture in the final column. Add more rooms to the table, as needed. Room Items to Purchase Total Website Cost Bedroom 1 | Bed, Dresser, Nightstand, Bedding set $1850 www.Amazon.com
Bedroom 2 | Bed, Bedding set, Nightstand, Dresser $1600 www.Amazon.com Bathroom 1 | Shower curtain, Towel set, Toothbrush holder $110 www.Amazon.com Kitchen Dining table and chairs, Cookware set, $$700 www.Amazon.com Dinnerware set Living Sofa, Coffee table, Tv stand, Rug $1350 www.Amazon.com Room e You will purchase these items with a credit card at 18.99% interest. Use the given Excel document with pre-filled formulas, and complete columns A - E using the autofill feature. e You will need to insert the beginning balance to column B and calculate the monthly payment in column E. The other formulas are done for you. * Use amonthly payment of 1% of your yearly salary first, and then think about a reasonable fixed amount for your monthly payment. e Autofill the columns until the balance is paid in full. 1. How many months will it take before the furniture is paid in full? Include the answer to this question in the Excel Workbook “Summary” sheet, cell B32. [Answer] Step 4: Buy a Car e Choose a vehicle to purchase (new or used). Please list the website where the information is obtained. Website: [_ www.truecar.com = N What type of vehicle will you buy? [2016 Hyundai Tucson Limited FWD] w What is the price of the vehicle? [$10,991] 4. |s the vehicle used or new? [Used vehicle] Search what interest rate the car dealers currently offer? If you buy from private seller, google what rates banks offer currently on USED car. 5. Monthly payment for 3 year loan: [$329.41]
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6. Monthly payment for 5 year loan: [$207.41] Step 5: Financial advisers’ recommendations: 1. Spend no more than 28% of your gross monthly income for your mortgage payment. Given these recommendations, do we fall within the recommended guidelines? (Show your work!) 28%*$117953 =$ 33,026.84 which is more than the monthly mortgage payment. Yes, we fell within the recommended guidelines. 2. Spend no more than 36% of your gross monthly income for your total monthly debt, including mortgage payments, car payments, credit card bills, student loans, and medical bills. Given these recommendations, do we fall within the recommended guidelines? If not, explain how you can fix it to work. [Answerj 36%*$117953 = $42,463.08