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Insights: Planning Strategies
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Recent posts
Adem Tumerkan • Recent
The OBBBA: A Complete Guide to What Changed & What It Means for Your Clients
Explore the significant tax changes introduced by the One Big Beautiful Bill Act and understand how they impact individuals and businesses.
Tax StrategiesFinancial AdvisorPlanning Strategies
Adem Tumerkan • Recent
What Is the Retirement Spending Smile? How It Impacts Retirement Planning
The retirement spending smile explains why retirees spend more early, less mid-retirement, and more later - reshaping withdrawal and planning strategies.
RetirementFinancial Advisor
Adem Tumerkan • Recent
Why Traditional Retirement Planning Falls Short on Longevity, Inflation, and Sequence Risk
Learn how longevity, inflation, and sequence risk are challenging traditional retirement planning - and why advisors may need a new portfolio model
RetirementInflation
All Posts
Adem Tumerkan • Recent
What Is DunhamDC? A Buy Fear, Sell Greed Investment Strategy
Discover DunhamDC, an innovative investment strategy that buys during market fear and sells during greed, inspired by Warren Buffett and Ben Graham's timeless wisdom.
DunhamDCMarkets
Adem Tumerkan • Recent
Intermediated Installment Sale: Capital Gains Deferral for Up to 20 Years
See how financial advisors may use Intermediated Installment Sales to help clients defer capital gains, preserve capital, and manage sale proceeds.
Tax Strategies
Adem Tumerkan • Recent
Protecting Seniors from Financial Scams: A Guide for Financial Advisors
Read this guide to learn how financial advisors can protect elderly clients from scams using legal tools, clear communication, and ethical guidance
RetirementFinancial Advisor
Adem Tumerkan • Recent
Charitable Remainder Trusts: Tax & Estate Planning Guide for Financial Advisors
Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.
Tax StrategiesDunham Trust
Adem Tumerkan • Recent
Childfree Financial Planning: Estate Planning, Retirement, and Legacy Strategies
Childfree financial planning requires intentional strategies for estate planning, long-term care, retirement, and legacy giving without children as heirs.
RetirementFinancial Advisor
Adem Tumerkan • Recent
The Perfect Storm: Why This May Be The Most Important Time For A Financial Advisor
A historic 'baby boom' retirement wave & rising sequence-of-returns risk are creating a perfect storm—here’s why financial advisors matter more than ever
RetirementFinancial Advisor
Adem Tumerkan • Recent
Why Clients Leave Financial Advisors (and How to Keep Them)
The real reasons clients switch advisors — and the proactive steps that prevent it. Practical retention strategies for independent advisors managing relationships at scale.
Financial Advisor
Adem Tumerkan • Recent
Successor Trustee Responsibilities: What It Means When You’re Your Parent’s Trustee
Learn what it means to be named successor trustee, including fiduciary duties, legal responsibilities, and common risks when managing a parent’s trust.
Financial Advisor
Adem Tumerkan • Recent
Maximizing IRC 1202 Tax Benefits Stacking & Packing for QSBS Gains
Learn how IRC 1202 'stacking and packing' strategies maximize QSBS tax exclusions—helping business owners potentially unlock millions tax-free.
Tax Strategies
Adem Tumerkan • Recent
ABLE Account Changes 2026: New Age Limits, Higher Contributions, & What Financial Advisors Need to Know
ABLE account changes 2026 are now in effect — new age limits, higher contributions, and permanent provisions. A planning guide for financial advisors.
Tax StrategiesDunham Trust