How Much Should You Borrow?

There's little doubt that we're borrowing more andcandy or whatever. Instead, you set the money
there's also little doubt that credit is one of the greataside in an account that pays 6 percent interest. The
conveniences of modern life. That said, like Goldilocksresult? After 30 years there's almost $77,000 in your
you want to borrow the amount that's just right --account.There are any number of strategies to save
and no more.So what's the right level of debt?Themoney, but let me suggest a practical approach. Look
loan qualification standards used by mortgage lendersat your debts. Pick the one with the lowest balance,
are an important guideline. You can typically get thatsay a small credit card that requires monthly
old standby -- the fixed-rate, 30 year mortgage -- ifpayments of $25. Save and pay it off. Then identify
no more than 28 percent of your gross monthlythe next remaining debt with the smallest balance.
income goes for mortgage principal and interest,You now have $25 a month extra that can be
property taxes and property insurance (PITI). Inapplied to the second obligation. Save and pay off
addition, as much as 36 percent of your grossthe second debt. Maybe with the second obligation
monthly income can go to regular monthly costs --you can save $50 a month. After the second debt is
PITI plus car payments, credit card debt, schoolrepaid, you have an additional $75 a month to attack
costs, etc. In addition, because they have more liberalthe third debt.During this process there are other
qualification standards, you can often borrow moresteps to take. Bring lunch to work. Have one car
with other loan programs such as FHA, VA and(hard in some areas, but not impossible). Collect
adjustable-rate financing.But no matter what type ofchange at the end of the day and deposit rolls of
mortgage financing you consider, the real questioncoins every month or so. Eat out -- but not often.
should be not how much can you borrow, but ratherStay away from credit cards. Avoid late fees and
how much can you borrow comfortably. In othermaintain good credit by paying bills in full and on
words, financial sanity counts.Unfortunately the termtime.As this process continues you'll notice several
"financial sanity" is an expression without a definition.interesting results.First, borrowing for real estate
The economics that work for the Webbers plainlybecomes easy as debts decline and qualification
may not work for the Johnsons. We each havescores rise.Second, better credit results in reduced
different incomes as well as different interests,interest rates that can save you big money. Save a
expenses and preferences. Given this backgroundhalf percent as a result of good credit on a $300,000
one might ask: What makes financial sense formortgage and you'll cut costs in the first year of the
me?The answer looks like this: If you're living fromloan by nearly $1,500.Third, there's no tax on
paycheck to paycheck, if monthly costs are a"savings."If you have $1,000 in credit card debt and
burden, if savings are small or non-existent, if you doauto costs each month, that money is available only
not have health insurance then it's time to re-thinkafter taxes are paid. To get that $1,000 in cash you
debt burdens.The richest person I ever met,may have to earn $1,300 or $1,400, depending on
someone who started with nothing and created jobsyour tax bracket and location. If you pay off your
for more than 50,000 people, once offered thisbills and don't have to pay that $1,000 a month, Uncle
advice: "The key to financial success is saving, andSam does not raise your taxes and you gain the
nothing is harder than saving that first $10,000. Afterequivalent of a huge raise.When you speak with
that, it's easy."In other words, it's entirely possible tolenders about your ability to borrow, consider that
have a substantial salary and to fail the financial sanitywith good credit you likely can borrow as much as
test. The waiting rooms in every bankruptcy courtyou need if not more. But also consider that as a
are filled with people who once had big incomes andmatter of financial sanity you have a personal
bigger debts. One day the numbers didn't work andobligation to save. If you can buy a home, pay
away went the trophy houses and the big cars.Sogeneral expenses and still save 5 or 10 percent of
how do you begin the savings process?The firstyour gross monthly income, the odds are
step, literally, is to open a savings account. The veryoverwhelming that borrowing will not be an undue
nice people who provide checking accounts and creditburden now or in the
cards will also be happy to hold your savings.The--------------Peter G. Miller is a syndicated real estate
second step is to go after every nickel and dime youand personal finance columnist who appears 70
can find.The economics of savings resemble gravity:newspapers.Search local mortgage lenders now!Go
Little pieces brought together in one place producehere for online refinancing and second mortgage
big results. Here's an example: Imagine that youloans.
usually spend $2.50 per day on little things -- coffee,