Beacon Financial Group

Beacon Financial Group

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Does Your Retirement Plan Ignore Half of Your Net Worth? How to Fix That 05/04/2026

Tapping into housing wealth can significantly enhance your retirement strategy.

Home equity loans or reverse mortgages allow retirees to access funds, providing financial flexibility without needing to sell their homes.

Consider the potential risks and benefits carefully before proceeding! 🏡💰

Does Your Retirement Plan Ignore Half of Your Net Worth? How to Fix That Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.

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17300 Preston Road, Ste 120
Dallas, TX
75252

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3:30pm