
For many of us, our home represents a significant part of our net worth. So, it’s worth considering exactly how real estate fits into a long-term financial plan. Join the Insights from Fidelity Wealth Management team as we explore this important topic. We’ll discuss common decisions you might face along your real estate journey — such as whether to pay off your house early or purchase a second home. There will also be some time reserved for viewer questions. Specific topics we’ll cover include: • Our outlook for the 2026 real estate market, including perspective on interest rates • How renovations, downsizing, refinancing, or second homes may affect your financial plan • Thoughts on financing options, such as securities-based or home-equity lines of credit • Tax-efficient options to help family members finance large purchases, including real estate • Strategies for passing real estate on to your heirs, including trusts, and ways to help avoid probate Questions? Drop them below 👇 and we’ll reply right in the comments. Watch our latest webinars: https://www.fidelity.com/learning-center/wealth-management-insights/insights-live-on-demand?pid=NWR_WEI_459311397 Get our latest Insights and perspectives on the markets: https://www.fidelity.com/learning-center/wealth-management-insights • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1248376.2.0 #realestate #interestrates #refinance #downsize #heloc #sbloc

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