1. Mortgage
2. Investment
3. Income

How much can you invest on top?

This is the extra money you'll put to work each month, beyond your mortgage payment

Your Mortgage

$350,000 at 4.0% over 20 years

Monthly Payment

$2,101/mo

Investment Plan

$100 to $3,000 per month

3% to 12%. Long-term equity average ~8%. Conservative bonds ~4%.

Total Monthly Commitment

$2,601

/ month

Mortgage

$2,101

Investing

$500