Latest articles by Stephen B. Dunbar III, JD, CLU
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How to Capitalize on Self-Directed Brokerage Accounts
The 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.
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Early 401(k) Withdrawals: Benefits, Risks and Alternatives
If you need money now and are thinking about tapping your 401(k) savings, you might want to consider other available options.
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Why Your Business Shouldn’t Be Your Only Retirement Plan
You 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.
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What to Do When You Have More Retirement Income Than You Need
These three options can help you allocate extra income in ways that don’t push you into a higher tax bracket or trigger extra taxes.
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Five Financial To-Dos to Help You Stay on Track in 2024
These 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.
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Where to Start Financially After a Life-Changing Diagnosis
Dealing 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.
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Financial Fasting Can Trim the Fat From Your Spending
Taking 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.
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Raising Grandkids? Five Financial Considerations
Keeping 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.
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Four Ways to Navigate the Bumps of Today’s Volatile Market
Adjusting investment strategies is a smart move, and so is making those financial decisions based on long-term optics rather than short-term fears.
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Laid Off Near Retirement? How to Prepare for What’s Next
While 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.
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No Long-Term Care Plan? Here’s What to Do About It
Small-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?
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How to Get Your Long-Term Care Planning on the Right Track
Many 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.
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10 Key Things to Think About in Your New Year Financial Planning
2023 is set to be a tough year economically. Here’s how to get your financial and life plans in the best possible shape.
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10 Questions to Help You Decide if You’re Really Ready to Retire Early
More 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.
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5 Steps to Turn Your Side Hustle into a Business
A smooth and successful transition to a viable small business starts with some basics.
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How to Inspire Your Grandkids to Invest in Charitable Giving
Charity When trying to motivate future generations to invest in good causes, it’s easy to get caught up in the "what." Yet it’s the "why" that really makes the difference. For me, it was escaping a coup in Liberia as a child.
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How to Steer Your Retirement Portfolio Through the Storm
retirement planning Right now, it feels like there’s an economic challenge around every corner. But the good news is you can still protect your nest egg.
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How to Control Your Business Exit
small business Many business owners reach retirement age only to find they don’t have a viable exit plan. Avoid falling into that trap by getting your company ready for sale now.
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Remember, You’re Worth More Than Your Money
estate planning When it comes to estate planning, it’s time for us all to look beyond the money … with an ethical will.
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Are You Maximizing Your Tax-Exempt Bucket?
tax planning Remember the child’s game hide-and- seek? As adults, most of us are still playing it. The difference is this time it’s with the IRS.
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