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Your home as a retirement asset

Your home is a major part of retirement planning, serving not just as a place to live, but as a critical financial asset. Deciding whether to downsize, age in place, or utilize a reverse mortgage can free up significant equity or reduce your ongoing expenses, directly impacting the size and longevity of your retirement savings portfolio.

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    Your home may be your largest financial asset

    Do you know the current value of your home? Not a guess, not in general terms, but a value that has a basis in fact.

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    Does it support your retirement goals?

    Stay? Move? Or…

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    Is now the time to unlock equity?

    Can you reach yoru financial goals faster if you leverage the equity that’s already in your home?

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