Stephen B. Dunbar III, JD, CLU
Stephen Dunbar, Executive Vice President of Equitable Advisors’ Georgia, Alabama, Gulf Coast Branch, has built a thriving financial services practice where he empowers others to make informed financial decisions and take charge of their future. Dunbar oversees a territory that includes Georgia, Alabama and Florida. He is also committed to the growth and success of more than 70 financial advisers.
He is passionate about helping people align their finances with their values, improve financial decision-making and decrease financial stress to build the legacy they want for future generations.
Dunbar earned his Bachelor of Science (M.S.) in Finance from Rutgers University and his Juris Doctor degree (J.D.) from Stanford University.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, and in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. AGE- 8524621.1(10/25)(Exp.10/29)
Latest articles by Stephen B. Dunbar III, JD, CLU
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3 Steps to Help You Find Your Financial North StarIf you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on steps built around what's most important to you.
By Stephen B. Dunbar III, JD, CLU
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7 Creative Ways to Spend Less and Save More In RetirementWorried you won't have enough money later in life? Try redesigning your vision of retirement, and you may find your savings go further than you thought.
By Stephen B. Dunbar III, JD, CLU
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Is Fear Blocking Your Desire to Retire Abroad? What to KnowCareful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
By Stephen B. Dunbar III, JD, CLU
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How You Can Guide Your Heirs Through the Great Wealth TransferFocus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
By Stephen B. Dunbar III, JD, CLU
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This Is What You Really Need to Know About Medicare, From a Financial ExpertHealth care costs are a significant retirement expense, and Medicare offers essential but complex coverage that requires careful planning. Here's how to navigate Medicare's various parts, enrollment periods and income-based costs.
By Stephen B. Dunbar III, JD, CLU
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A Financial Expert's Three Steps to Becoming Debt-Free (Even in This Economy)If debt has you spiraling, now is the time to take a few common-sense steps to help knock it down and get it under control.
By Stephen B. Dunbar III, JD, CLU
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Social Security Pop Quiz: Are You Among the 89% of Americans Who'd Fail?Shockingly few people have any clue what their Social Security benefits could be. This financial adviser notes it's essential to understand that info and when it might be best to access your benefits.
By Stephen B. Dunbar III, JD, CLU
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Charitable Contributions: Five Frequently Asked QuestionsMake the most of your good intentions by understanding the ins and outs of charitable giving. A good starting point is knowing what's deductible and what isn't.
By Stephen B. Dunbar III, JD, CLU
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Trusts for Child Influencers: What Families Need to KnowAs video blogging, or vlogging, gains popularity (and profitability), new laws are shaping financial obligations for caregivers of young creators.
By Stephen B. Dunbar III, JD, CLU
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The Six Estate Planning Steps Every Blended Family Must TakeWhether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower the risk of conflict in the future.
By Stephen B. Dunbar III, JD, CLU
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How to Capitalize on Self-Directed Brokerage AccountsThe wider array of investment choices in SDBAs could help a savvy investor grow their nest egg faster than they could with a traditional 401(k) retirement plan.
By Stephen B. Dunbar III, JD, CLU
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Early 401(k) Withdrawals: Benefits, Risks and AlternativesIf you need money now and are thinking about tapping your 401(k) savings, you might want to consider other available options.
By Stephen B. Dunbar III, JD, CLU
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Why Your Business Shouldn’t Be Your Only Retirement PlanYou can’t depend on selling your company for big bucks to fund your dream retirement. Instead, consider these three smart saving, investing and succession tips.
By Stephen B. Dunbar III, JD, CLU
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What to Do When You Have More Retirement Income Than You NeedThese three options can help you allocate extra income in ways that don’t push you into a higher tax bracket or trigger extra taxes.
By Stephen B. Dunbar III, JD, CLU
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Five Financial To-Dos to Help You Stay on Track in 2024These financial planning steps can help ensure your financial wellness for the rest of the year, so take some time to look at your goals, debt, taxes and more.
By Stephen B. Dunbar III, JD, CLU
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Where to Start Financially After a Life-Changing DiagnosisDealing with an illness, yours or your child’s or that of another loved one, is hard enough without adding financial duress. Here are some considerations and suggestions for covering expenses.
By Stephen B. Dunbar III, JD, CLU
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Financial Fasting Can Trim the Fat From Your SpendingTaking a day or a week off from spending not only frees up cash to pay down debt or add to savings, but can also help you reinvest in your relationships. Here’s how to do it.
By Stephen B. Dunbar III, JD, CLU
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Raising Grandkids? Five Financial ConsiderationsKeeping your personal finances and your retirement on track will be more difficult, but having a financial plan and tapping available resources, among other things, can help.
By Stephen B. Dunbar III, JD, CLU
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Four Ways to Navigate the Bumps of Today’s Volatile MarketAdjusting investment strategies is a smart move, and so is making those financial decisions based on long-term optics rather than short-term fears.
By Stephen B. Dunbar III, JD, CLU
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Laid Off Near Retirement? How to Prepare for What’s NextWhile this is a very stressful time, it’s also an opportunity to reassess values, visions and dreams and get plans in place for the future.
By Stephen B. Dunbar III, JD, CLU
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No Long-Term Care Plan? Here’s What to Do About ItSmall-business owner Jennifer found herself in a tough caregiving situation and doesn’t want to subject her family to that. What are her, and your, options?
By Stephen B. Dunbar III, JD, CLU
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How to Get Your Long-Term Care Planning on the Right TrackMany of us are not as prepared as we should be, but it’s not too late. Taking these steps today can get you started on planning for your long-term care.
By Stephen B. Dunbar III, JD, CLU
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10 Key Things to Think About in Your New Year Financial Planning2023 is set to be a tough year economically. Here’s how to get your financial and life plans in the best possible shape.
By Stephen B. Dunbar III, JD, CLU
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10 Questions to Help You Decide if You’re Really Ready to Retire EarlyMore and more of us are thinking about retiring early. The key is making sure we’re properly prepared. Here are 10 key questions to ask yourself.
By Stephen B. Dunbar III, JD, CLU
