Koch is quoted in the month’s issue of Financial Planning: in the article, “Time to Refinance?”
The introduction to Financial Planning’s article on whether or not to refinance says:
Talk about news you can use. Amid the recent market volatility and economic fears, interest rates are again near historic lows, providing clients an opportunity to refinance their mortgages or for first-time homebuyers to dive in.
Of course, what might be an easy way to save money for some clients may be a poor choice for others regarding the most valuable asset most people will ever own. So whether they’re looking to save money each month or girding themselves for a down payment and decades of expenses, clients need your help.
We asked advisors to share with us the topics they’ve been discussing with clients. Click through to see their takes, or here to view a single-page version. –Maddy Perkins
In the article, Atlanta Financial Advisor, Christian Koch, of KAM South, is quoted with a tip on the benefits of claiming Mortgage Interest Tax:
“Clients often forget how powerful the mortgage interest tax deduction can be. On a $200,000 30-year mortgage with a 4.5% interest rate, the deduction can change your effective rate to 3.3%”
Christian Koch, President of KAM South
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Christian Koch is a Certified Financial Planner™ Professional and President of KAM South in Atlanta. Koch is a long-time investment manager and recognized equity research industry leader. Koch is a member of the Harvard Business School Club, and the MD Preferred Medical Professional Network, and is a Five Star Professional Wealth Manager.
Contact Christian Koch, CFP® CPWA® CDFA™ RICP® of KAM South to see how he can help you take control of your financial future:
(404) 843-3745