Rent or Buy Checklist

  • Home

    To get the most out of the calculators, you’ll need to have estimates on hand for the following items. Here’s a glossary that can help.

    Home value: purchase price and expected appreciation rate

  • Length of stay: expected time in home

  • Mortgage details: interest rate, down payment, term

  • Taxes: property tax rate, marginal tax rate

  • Closing costs: costs of buying and selling your home

  • Maintenance and fees: maintenance costs, insurance, utilities, HOA

  • Renting costs: monthly rent, security deposit, insurance

  • Alternative investments: rate of return