An Engaged Couple Looks to Clean Up Their Finances. An Adviser Tells Them How.

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An Engaged Couple Looks to Clean Up Their Finances. An Adviser Tells Them How.
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A young couple must pay off debts, but their first task is to build an emergency fund

Stefano Diaz and Nora Rubenstone are eager to start their lives together on solid financial footing. The engaged couple in Kingston, N.Y., would like to pay off debt and start setting aside money to invest in their business, renovate their home and, eventually, start a family.

They purchased a home in March and have a 4.1% fixed-rate mortgage on which they owe $230,000. Their monthly payment is $1,641, but they often pay an additional $100 monthly toward the principal. The couple pays $300 monthly for a car loan of about $11,800 with a 6% interest rate. To get started, the couple needs to track all expenses on their debit and credit cards to find areas to cut spending. Then they should create a budget and automate monthly deposits of their savings into a separate account designated as an emergency fund. The extra amounts the couple is paying for the private student loan and the mortgage should go into the emergency fund, too, as should the $20 a month she had been using for buying stocks.

If he is unable to consolidate his debt, he should pay the minimum balance on all three cards, approximately $600, and then use the remainder of the money to pay off the card with the highest interest rate.

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