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Writer's pictureCharles "Skip" Geiser

What Hidden Expenses Come with Home Ownership Beyond the Mortgage?





Owning a home is often seen as a key part of the American Dream. While many people save for a down payment and secure a mortgage, they often overlook the various hidden expenses that come with being a homeowner. This blog post will shine a light on those less obvious costs that can add up and significantly affect your financial situation.


Property Taxes


Property taxes are substantial ongoing costs that many new homeowners underestimate. These taxes fund essential local services such as schools, emergency services, and infrastructure. Depending on where you live, property taxes can vary widely.


Homeowners should be prepared for annual property tax bills ranging from several hundred to several thousand dollars.


To avoid surprises, research the property tax rate in your area before making a purchase. Understanding how property taxes are assessed can also help you prepare for potential increases, which could occur due to changes in property value or local tax laws.



Homeowners Insurance


Homeowners insurance is another critical cost that can catch new homeowners off guard. This insurance safeguards against unforeseen events like fire, theft, and certain natural disasters. The average cost ranges from $800 to $2,500 annually, depending on the home’s location, value, and coverage limits.


A comprehensive policy may cover appliances lost in a fire, but often excludes things like flooding. It's essential to read the fine print and verify what is included or excluded from your policy. Regularly reviewing your coverage and comparing quotes can help save money. Research shows that homeowners who shop around can save between 10% to 20% on their insurance premiums.


Maintenance and Repairs


Owning a home invariably comes with maintenance and repair responsibilities—something renters often avoid. Experts recommend setting aside about 1% of your home's value annually for upkeep. For a home valued at $300,000, that’s $3,000 each year for repairs and maintenance.


This allocation can cover everything from regular lawn care and gutter cleaning to unforeseen issues like a broken furnace. Proactively maintaining your home can help prevent small problems from snowballing into costly repairs.


Utilities


Homeowners must take full responsibility for various utility bills, including water, electricity, gas, and sewage. These costs can fluctuate based on your home's size, the number of residents, and geographical location.


In 2021, the average American household spent around $3,000 annually on utilities. To budget wisely, review previous bills for the property (if available) and consider investing in energy-efficient upgrades that can reduce these costs over time.


Homeowners Association (HOA) Fees


If your new home is within a planned community or condominium, you may have to pay Homeowners Association (HOA) fees. These fees cover shared expenses like landscaping, maintenance, and security.


HOA fees can vary significantly, ranging from $100 to over $1,000 monthly based on services provided. Make sure you understand exactly what the fees cover and how they fit into your overall financial plan before committing to a purchase.


Landscape and Lawn Care


Investing in landscaping can enhance your home's visual appeal, but it also comes with costs. Lawn maintenance, tree care, and seasonal gardening can quickly add up. Homeowners can expect to spend anywhere from $50 to several hundred dollars each month on landscaping services.


Choosing low-maintenance plants and understanding the seasonal needs of your yard can save you time and money. Some homeowners opt for professional services, while others rely on DIY methods to manage costs effectively.


Pest Control


Regular pest control is crucial but often underestimated. Depending on your region and existing pest challenges, you may need quarterly or even monthly services.


Basic pest control services can cost between $100 and $400 per visit. It's essential to budget for these services as they help maintain a pest-free and healthy living environment.


Remodeling and Upgrades


No home is perfect upon purchase, and most homeowners will eventually want to make upgrades. Whether modernizing a kitchen or adding a new room, these projects can easily run into the thousands.


Before starting any remodeling project, consider if the improvement will add value to your home and align with your long-term financial goals. Prioritizing necessary upgrades over “nice-to-haves” can help keep your budget in check.


Home Warranty


A home warranty can provide peace of mind by covering major systems like HVAC, plumbing, and electrical systems. The annual cost typically ranges from $300 to $600.


Though not necessary, a home warranty can be a smart investment, especially for older homes that may need more repairs. Be sure to thoroughly review any warranty terms to understand what is included or excluded.


Final Thoughts on the Costs of Home Ownership


Becoming a homeowner is an exciting adventure filled with new responsibilities. However, it's crucial to recognize the hidden expenses beyond the mortgage that can quickly accumulate.


From property taxes and homeowners insurance to maintenance and pest control, understanding these costs prepares you for successful homeownership. By budgeting wisely for these often-overlooked expenses, you can ensure that your home remains a source of happiness and comfort.

 

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This article provides information and opinions but is not meant as investment advice. Skip Geiser LLC, Charles "Skip" Geiser or Plum Tree Real Estate Marketing does not assure the accuracy or completeness of the information or opinions presented here. It is important to conduct your own research, due diligence, and seek professional advice before making any investment decisions. Skip Geiser LLC, Charles "Skip" Geiser or Plum Tree Real Estate Marketing is not responsible for any loss or damage resulting from relying on the information or opinions in this article.

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