Ask Terry Questions HELOC and remodeling plans

HELOC and remodeling plans

By Terry Savage on February 06, 2025 | Financial Planning / Retirement

I will be paying off my current HELOC this month. I do have a few projects i would like to complete this year including a new fence and new flooring. We are looking to retire in 5 years and then possibly sell the house in less than 10 years. Would love to hear your thoughts.
Thank you,

Terry Says

Well, that’s all part of a planning process, which depends on your savings, your income, your retirement spending plan. It’s something you should discuss holistically with a fee-only FIDUCIARY investment advisor — who is not trying to sell you something!
Find one here: https://www.terrysavage.com/pam-krueger-wealthramp/

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