Amid Lower Interest Rates, Is it Time to Refinance?

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WSJ Your Money Briefing 9 min 3 speakers 2 chapters transcribed 2 months ago
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Deel/Ad Reader 0:00
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J.R. Whalen 0:17
Here's your money briefing for Friday, September 20th. I'm J.R. Whalen for The Wall Street Journal. It's been a tough couple of years for homeowners hoping to refinance to ease the strain on their household budget. Mortgage rates have come down, but in many cases not enough for a refi to make financial sense. This week's move by the Federal Reserve to cut interest rates could help change that.
Veronica Dagher 0:42
The lower rate is attractive to people who bought in the last two years and have higher rate mortgages. With rates just above 6%, some 4.2 million borrowers could lower their rates by at least 0.75 percentage points in refinancing. And that's the most since early 2022.
J.R. Whalen 1:01
Our personal finance reporter Veronica Dagger joins us to discuss questions to ask before deciding to refinance your mortgage. That's after the break.

How does the Fed's recent rate cut affect homeowners considering refinancing?

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J.R. Whalen 1:55
After the Federal Reserve lowered interest rates by half a percentage point this week, does it make more sense for homeowners to refinance? Wall Street Journal personal finance reporter Veronica Dagger joins me. Veronica, first of all, just briefly explain what a refinancing allows a homeowner to do.
Veronica Dagher 2:11
A refi allows a homeowner to essentially swap out their current mortgage for a lower rate mortgage or a mortgage with a different term. Or there's a certain type of refinancing that allows people to take cash out of it. their home, and that's called a cash-out refi. The payoff time can vary depending on the refi you choose. Ideally, you don't want to make your payoff time longer because in the long run that could result in you paying more interest. Your monthly payments, this is why a lot of people do a refi because they're feeling a bit smothered by their monthly payments for their current mortgage, and they'd like to make those payments smaller, and so that's why they wish to refi. You have to do the math because just because you're refi doesn't mean you're going to have lower monthly payments.
Veronica Dagher 2:58
Every lender is different in terms of what they offer.
J.R. Whalen 3:01
Now, it's not a one-to-one relationship, but how does the Federal Reserve's move this week change the prospects for refinancing for homeowners?
Veronica Dagher 3:09
With rates lower, more people are going to be looking at refinancing their mortgage. A lower rate is attractive to people who bought in the last two years and have higher rate mortgages. So there's a stat from Intercontinental Exchange that says with rates just above 6%, some 4.2 million borrowers could lower their rates by at least 0.75 percentage points in refinancing. And that's the most since early 2022. That can be an attractive prospect for some homeowners who are feeling a bit stressed by their monthly mortgage payment.
J.R. Whalen 3:47
The average 30-year fixed rate has come down from about 8% a year ago to close to 6% now. How does that translate to savings if a homeowner refinances?
Veronica Dagher 3:57
Everybody's situation is different, but the average refi candidate with a high credit score and significant equity in their home, that's at least 20% equity, could save about $299 a month by refinancing given today's mortgage rates.
J.R. Whalen 4:13
You mentioned the credit score. How significant is someone's credit score in this situation?
Veronica Dagher 4:17
It really makes a huge difference because, A, if you're even eligible to refinance, you have to have a certain score, at least a good score to refinance. And also the best rates are going to go to the people with the best credit scores.
J.R. Whalen 4:31
In terms of mortgage rates, what do financial professionals say is the benchmark a homeowner should consider when deciding whether to refinance?

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