Thursday, March 19, 2020

Chapter 6 Financial Planning Exercise 2 Evaluating debt burden

Ted Phillips has monthly take-home pay of $1,935; he makes payments of $430 a month on his outstanding consumer credit (excluding the mortgage on his home). How would you characterize Ted's debt burden?

$430/$1,935 = 0.22 or 22%

It is above or equal the maximum suggested limit. 

What if his take-home pay were $825 a month and he had monthly credit payments of $150?

$150/$825 = 0.18 or 18%

It is lower than the maximum ratio, but higher than the manageable

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