Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Video 1/6/2022
Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ...
READ MOREFinancial Advisors 1/4/2022
As a financial advisor who also has a tax practice, it would not be surprising if your clients asked what they are receiving for the fee they are p...
READ MOREVideo 12/30/2021
In 2020, most provisions of the SECURE Act went into effect, including a provision that requires a mandatory payment of all taxes on an inherited I...
READ MOREVideo 12/23/2021
IRA owners often name their spouse as the beneficiary of their IRA. This video explains why doing so may cause problems if the spouse decides to re...
READ MOREFinancial Advisors 12/21/2021
Happy Holidays from the Dunham team! Let's take a Holly, Jolly look back at 2021 as we prepare for the year to come.
READ MORESales Development 12/14/2021
You need to find prospects, get them to talk with you, follow up and eventually close. Sometimes the right expression can help to get your point ac...
READ MOREVideo 12/9/2021
An Individual Retirement Account (IRA) may contain a large portion of assets that you've saved with your children or other loved ones in mind. When...
READ MOREClient Retention 12/7/2021
And just like that, as quickly as 2021 began, it came to a close. The end of the year can often catch us by surprise as we dive into everything fro...
READ MORESales Development 11/30/2021
Today, we’re looking at the final (and essential) puzzle piece – closing a sale with a potential prospect. We’re looking at five critical steps to ...
READ MOREVideo 11/23/2021
If you have clients who want to become more intentional with their charitable giving, they may be interested in establishing a donor-advised fund.
READ MOREFinancial Advisors 11/16/2021
This past Wednesday, the Internal Revenue Service released inflation adjustments on various tax items for the year 2022. I thought you would find i...
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