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© 2020 Brickley Wealth Management
While 50-year mortgages may appear to improve affordability, they often come at the expense of equity growth and long-term financial opportunity. Brickley examines how these extended terms affect wealth accumulation, mobility, and opportunity cost.
Blog Post
by Aaron Brickley, CFP®, CPWA®

Why the 50-Year Mortgage Is a Step Backward

Financial Planning
Inflation
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The 50-year mortgage is making headlines as a potential solution to housing affordability challenges. With home prices at historic highs relative to incomes, the appeal is obvious: stretch payments over five decades instead of three, and suddenly that monthly payment looks more manageable.

The reality? You're not necessarily making homeownership more affordable, and in some scenarios, you're making wealth-building less attainable.

A Brief History Lesson

To understand why the 50-year mortgage is problematic, it helps to know where the 30-year mortgage came from in the first place.

Before the Great Depression, most home loans were short-term affairs, typically 5 to 10 years, with large down payments and balloon payments at the end. Borrowers would pay interest during the loan term, then refinance into a new loan when the balloon payment came due—an arrangement that worked fine as long as credit remained available. When the Depression hit and property values collapsed, millions of homeowners couldn't refinance their balloon payments. Foreclosures devastated communities across America.

The federal government's response created the modern mortgage system. The innovation wasn't just making loans longer—it was introducing amortization. Instead of paying only interest with a balloon payment looming, borrowers would gradually pay down principal with each payment, building equity over time. This "forced savings" mechanism transformed mortgages from speculative instruments into wealth-building tools.

The 30-year term was a compromise: long enough to keep monthly payments reasonable, short enough to build meaningful equity within a typical working lifetime.

This structure is uniquely American. Most other countries use adjustable-rate mortgages or much shorter fixed terms because they lack the government-sponsored enterprises that absorb interest rate risk. It's also a powerful inflation hedge—your monthly payment stays fixed while rents rise and incomes typically grow with inflation, making your housing cost progressively more affordable over time.

Now, nearly a century later, a 50-year mortgage is being discussed as a possible solution. On the surface, it seems like a natural evolution. In practice, it may carry trade-offs that are important to evaluate. 

The Real Cost of Lower Payments

Let's compare a 30-year mortgage to a 50-year mortgage, both for $1.5 million at 6.12% interest (current rates as of November 2025). Note: We're using the same rate for both terms here, but in reality, a 50-year mortgage would likely carry a higher rate given the additional risk to lenders, making these numbers even less favorable.

30-year mortgage:

  • Monthly payment: $9,109
  • Total interest paid: $1,779,000
  • Equity after 10 years: ~$241,000
  • Equity after 20 years: ~$684,000

50-year mortgage:

  • Monthly payment: $8,029 (about $1,080 less per month)
  • Total interest paid: $3,318,000
  • Equity after 10 years: ~$63,000
  • Equity after 20 years: ~$178,000

That $1,080 monthly savings costs you more than $1.5 million in additional interest and dramatically slows your equity accumulation. After a decade of payments on a 50-year mortgage, you've built $63,000 in equity versus $241,000 with a 30-year loan. After 20 years—a typical homeownership period—you've built $178,000 versus $684,000.

The Mobility Problem

Most people don't keep the same home for 30 years, let alone 50. The average American moves every 10-13 years. This makes the slow equity building of a 50-year mortgage particularly problematic.

If you need to sell after 10 years, having $63,000 in equity versus $241,000 can be the  difference between moving up to your next home or moving laterally—or even bringing cash to closing if the market has softened. You've essentially been paying primarily interest in the early years,  paying nearly $964,000 in payments over a decade to build only $63,000 in equity.

The Opportunity Cost

There's another angle worth considering: what could you do with the money you're paying in all that extra interest?

Over 50 years, you'll pay about $1.54 million more in interest compared to a 30-year mortgage. Even if we only look at the first 30 years (making it an apples-to-apples comparison), you're paying roughly $720,000 more in interest during that period.

For people in their peak earning years, that capital could instead be directed toward tax-advantaged retirement accounts, taxable investment portfolios, or other wealth-building strategies. Even modest returns on invested capital compound dramatically over decades. The true cost isn't just the extra interest paid—it's the  trade-off compared with other potential uses of that money.

Who This Really Helps

The 50-year mortgage doesn't necessarily solve a housing problem—it  primarily addresses a qualification problem. It helps buyers qualify for mortgages on homes they otherwise might not afford based on the monthly payment. But qualifying for a payment and building wealth through homeownership are two different things.

It may also help those who believe they have more pressing use of their funds. It brings the mortgage almost to an interest only type mortgage especially in the early years. It may also help those who do not qualify for a 30-year mortgage initially, but who may later be able to qualify for a 30-year refinance depending on future circumstances. 

Lenders and sellers benefit from this product. Buyers qualify for higher purchase prices, which supports home values and generates larger loans. But the buyer pays the price in the form of dramatically reduced wealth accumulation.

The Bottom Line

The innovation of the 1930s wasn't just about making homeownership possible—it was about making it a pathway to wealth through forced savings and equity accumulation. The 50-year mortgage changes the pace of equity accumulation and increases long-term interest costs, which borrowers may want to evaluate carefully. 

If the 30-year mortgage payment is unaffordable, the answer isn't to stretch payments over five decades. The answer is either a less expensive home, a larger down payment, or waiting until your financial situation improves. Those might not be the answers people want to hear, but they're common considerations for borrowers evaluating long-term affordability.  

Lower monthly payments have a cost. Make sure you understand what you're really paying for.

If you're navigating a home purchase decision and want to understand how it fits into your broader financial picture—including tax implications and opportunity costs—we'd be happy to help you think through your options.

Is a 50-year mortgage a smart way to improve housing affordability?

Not necessarily. While a 50-year mortgage can reduce monthly payments, it often results in slower equity growth and significantly higher interest costs—trade-offs that may weaken long-term wealth potential.

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‍

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are offered only to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure.

The information provided is for informational purposes only and is not intended as investment, tax, or legal advice. The content is based on sources believed to be reliable, and reasonable due diligence is conducted; however, accuracy and completeness cannot be guaranteed and information is subject to change without notice. Past performance is no guarantee of future returns. Investing involves risk, including possible loss of principal.

Readers should carefully consider their own investment objectives, financial situation, and risk tolerance before making any investment decision, and should not rely solely on any communication, chart, or illustration as the basis for action. No investment or tax advice is provided unless a client service agreement is in place with Brickley Wealth Management or Brickley & Company.

Brickley Wealth Management does not provide legal advice. Please consult your investment, tax, or legal professional regarding your individual circumstances. For additional information about our firm, our services, and our advisers, please refer to our latest Form ADV, Part 2 Brochures, and Client Relationship Summary. Our Privacy Notice is also available for review.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

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Key Financial Terms 
Related to this Post:

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Inflation

The rate at which the general level of prices for goods and services is rising, causing a decrease in purchasing power.
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Compound Interest

When you earn interest on both the money you’ve saved and the past interest you’ve earned.

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Contact@brickleywealth.com
(650) 638-0111

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are offered only to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure.

The information provided is for informational purposes only and is not intended as investment, tax, or legal advice. The content is based on sources believed to be reliable, and reasonable due diligence is conducted; however, accuracy and completeness cannot be guaranteed and information is subject to change without notice. Past performance is no guarantee of future returns. Investing involves risk, including possible loss of principal.

Readers should carefully consider their own investment objectives, financial situation, and risk tolerance before making any investment decision, and should not rely solely on any communication, chart, or illustration as the basis for action. No investment or tax advice is provided unless a client service agreement is in place with Brickley Wealth Management or Brickley & Company.

Brickley Wealth Management does not provide legal advice. Please consult your investment, tax, or legal professional regarding your individual circumstances. For additional information about our firm, our services, and our advisers, please refer to our latest Form ADV, Part 2 Brochures, and Client Relationship Summary. Our Privacy Notice is also available for review.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

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