Suzy Black
Insurance Agency
Chartered Retirement Planning Counselor
with 20 years Experience
| Bus:(817) 540-1022 |
| Fax: (817) 310-3258 |
2022 W Northwest Hwy
Ste 120
Grapevine, TX 76051
Map to our office |

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Home Equity Management $Compound$ $Calculator$
If you are a homeowner, you should eventually have equity building up.
Houses appreciate on average 4.1% each year in the Dallas/Ft Worth, Tx. area.
There are FOUR WAYS to manage your home’s equity:
- Do absolutely nothing, and allow the equity to build up receiving a 0% rate of return each year.
- Take out a Home Equity Loan and go on vacation, pay credit card bills, buy a boat and miss out on a huge investment opportunity.
- Take advantage of the 1997 Tax Payer Relief Act that allows you to take a gain up to $500,000 (for married filing joint & $250,000 filing single) from both your primary and secondary residence TAX FREE and then invest in SAFE vehicles that compound annually helping to TURBO Charge your portfolio.
If you and your spouse are over the age of 62, you can take the equity out of the walls TAX FREE by taking advantage of a Reverse Mortgage, and then investing in SAFE investment vehicles including vehicles offering LTCi protection to protect your family’s assets from the devastation of Long Term Care costs.
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