Cornerstone Financing Co-Founder Featured in Aspire Magazine: Rethinking Home Equity as a Hidden Resource
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Cornerstone Financing’s Dan Anderson is featured in the November/December issue of Aspire Magazine, the premier publication for executive financial professionals. His article, “Found Money: Home Equity as a Hidden Resource,” explores how advisors can reframe home equity as a powerful, debt-free planning tool for clients.
Anderson notes that many well-designed financial plans stall when it comes to funding. “Clients want to move forward, but the liquidity isn’t obvious,” he explains. With more than $35 trillion in home equity—and nearly half of U.S. homes owned free and clear—Anderson outlines how new shared-equity models are changing the conversation.
These strategies allow homeowners to convert a portion of their equity into cash without loans, interest, or monthly payments, while retaining ownership and control. Advisors can now integrate these approaches directly into compliance-supported planning software, running side-by-side comparisons that demonstrate how home equity can fund:
- Taxes on Roth conversions
- Cash value life insurance or long-term care coverage
- Immediate annuities to enhance retirement income
- Education, gifting, or legacy planning goals
As Anderson emphasizes, “The real breakthrough is giving advisors the ability to model these strategies transparently—helping clients move forward without selling securities or reducing AUM.”
Read the full article HERE
