Keeping up with the new financial landscape

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Rate-Locked and Asset-Rich: The Planning Problem Hiding Inside a 3%...

June 2026

14 min. read

By: Craig M. Corn

Rate-Locked and Asset-Rich: The Planning Problem Hiding Inside a 3% Mortgage

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NEW

Home Equity on Paper, Home Equity in Hand: The Realization...

May 2026

25 min. read

By: Craig Corn

Home Equity on Paper, Home Equity in Hand: The Realization Gap Reshaping Retirement Planning Conversations

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NEW

Craig Corn Featured in Kiplinger on the Evolution of Home...

May 2026

2 min. read

Craig Corn Featured in Kiplinger on the Evolution of Home Equity Planning

Resources for...

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Estate Liquidity Is the Home Equity Question Advisors Are Not Asking Soon Enough

May 2026

16 min. read

By: Gonzalo M. Garcia, CLU

Estate Liquidity Is the Home Equity Question Advisors Are Not Asking Soon Enough

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Leveraging Home Equity to Efficiently Fund Roth Conversion Taxes

April 2026

9 min. read

Leveraging Home Equity to Efficiently Fund Roth Conversion Taxes

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Why Ease of Execution Is Becoming the Real Home Equity Question

March 2026

14 min. read

By: Craig M. Corn

Why Ease of Execution Is Becoming the Real Home Equity Question

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What Is CHEIFS®

March 2026

17 min. read

What Is CHEIFS®

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How CHEIFS® Could Help Parents Support First-Time Homebuyers

March 2026

7 min. read

How CHEIFS® Could Help Parents Support First-Time Homebuyers

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Designing Proactive Financial Strategies to Avoid Reactive Decisions

February 2026

11 min. read

By: Craig M. Corn

Designing Proactive Financial Strategies to Avoid Reactive Decisions

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Exploring Smarter Roth Conversions with CHEIFS and Wealthy and Wise+

February 2026

4 min. read

Exploring Smarter Roth Conversions with CHEIFS and Wealthy and Wise+

podcast

62 Who Knew – Using Home Equity to Fund Smarter Roth Conversions

January 2026

3 min. read

62 Who Knew – Using Home Equity to Fund Smarter Roth Conversions

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Turning Home Equity Into a Retirement Planning Advantage

January 2026

3 min. read

Turning Home Equity Into a Retirement Planning Advantage
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