Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

7/4/2023

Things to Know Before Retirement: Medicare

As part of the three-part series on preparing for retirement, this piece will dive into the details of Medicare and how it works.

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6/27/2023

Things to Know Before Retirement: Social Security

Part One of a Three Part Series Part Two: Things to Know Before Retirement - Medicare Part Three: Things to Know Before Retirement - Retirement...

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6/20/2023

Travel Tips for Your Next International Trip

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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6/13/2023

Should You Diversify Your Portfolio?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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6/8/2023

Unlocking Peace Amid Grief: How Locating Essential Documents Now Eases the Burden of Your Parents' Passing in the Future

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea...

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6/6/2023

Debt Ceiling Deal: Debt Limit Suspensions and Budget Cuts

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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6/1/2023

The Weighted Responsibility of a Child Named as the Successor Trustee Within Their Parent's Trust

A Guide for Moving from Successor Trustee to Trustee of a Trust This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Market...

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5/30/2023

The New Dunham U.S. Enhanced Market Fund

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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5/25/2023

Comparing a Will and a Revocable Living Trust

Part Four of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questio...

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5/23/2023

Financial Preparation Amid Continued Debt Ceiling Debate

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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5/18/2023

Using a Revocable Living Trust to Exercise More Control

Part Three of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questi...

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