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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 Sales: 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 Strategies
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
How Financial Advisors Can Improve Client Retention and Reduce Turnover
Learn how financial advisors can improve client retention, reduce early turnover, and build loyalty through communication, planning, and trust services.
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
2026 ABLE Account Changes: New Age Limits, Rules, & Planning Strategies
Major ABLE account changes take effect in 2026. Learn how new age limits, contribution rules, and tax benefits impact SSI, Medicaid, and planning.
Tax StrategiesDunham Trust
Adem Tumerkan • Recent
Special Needs Trusts Explained: First-Party vs Third-Party & Why It Matters
Learn the difference between first- and third-party special needs trusts and how proper planning helps protect Medicaid, SSI, and family assets.
Financial AdvisorDunham Trust