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HELOC vs. Cash-Out Refinance: Which One Is Right for You?

Written by Jason Neuffer | Apr 16, 2025 4:15:00 PM

Your home is more than just a place to live—it’s also a powerful financial asset. If you need to tap into your home’s equity, two popular options are a Home Equity Line of Credit (HELOC) and a Cash-Out Refinance. But which one is the best choice for you?

Home Equity Line of Credit (HELOC)

A HELOC is a revolving line of credit that lets you borrow against your home’s equity as needed, much like a credit card.

Best for:

  1. Home improvements or ongoing expenses.
  2. Borrowers who want flexibility to withdraw funds over time.
  3. Those who want to only pay interest on what they use.

Potential downside:

  1. Variable interest rates mean your payments could increase.
  2. You’re taking on additional debt while keeping your original mortgage.

What Type of Loan Are You Looking For?

Cash-Out Refinance

With a cash-out refinance, you replace your existing mortgage with a new, larger loan and receive the difference in cash.

Best for:

  1. Consolidating high-interest debt. (credit cards, personal loans)
  2. Large, one-time expenses. (home renovations, education, investments)
  3. Locking in a fixed interest rate.

Potential downside:

  1. A new mortgage means resetting your loan term.
  2. Closing costs can be higher compared to a HELOC. (If you do choose a cash out refi, be sure to work with a lender that charges $0 lender fees.)

Which Option Should You Choose?

  1. HELOC = More flexibility, great for ongoing or unpredictable expenses.
  2. Cash-Out Refi = A lump sum with a new mortgage, better for major one-time costs.

Still unsure? Schedule a consultation to speak with a loan officer and find the best option for your financial goals!