Stephen B. Dunbar III, JD, CLU
Stephen Dunbar, Executive Vice President of Equitable, 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 and his team advise on over $3 billion in AUM and $1.5 billion in protection coverage, supporting more than 3,300 households. 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. As a National Director of DEI for Equitable, Stephen also acts as a change agent for the organization, creating a culture of diversity, equity and inclusion.
Dunbar earned his Bachelor of Science (M.S.) in Finance from Rutgers University and his Juris Doctor degree (J.D.) from Stanford University.
Latest articles by Stephen B. Dunbar III, JD, CLU
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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?
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
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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.
By Stephen B. Dunbar III, JD, CLU Published
tax planning