Monday, January 16th, 2017 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities
It’s Time…You have done your due diligence and you’re ready to choose a Financial Professional to help you purchase an annuity with some or all the money you have saved in your retirement account – now what? Well one thing to remember is that, beginning April 2017, a new “Best Interest Contract” (BIC) exemption takes effect. This fiduciary level of care means your Financial Advisor must act in their client’s best interests and disclose any conflict of interest (like your doctor or attorney). Firms are allowed to continue to accept commissions and shared revenue as long as they commit to this exemption. Read More
Wednesday, December 17th, 2014 and is filed under Annuity News, Retirement Income Annuities, Safe Money Talk Radio Podcasts, Uncategorized, Videos
In this video from the Safe Money Talk Radio Show, Cathy DeWitt Dunn has Dan Slater, FSA MAAA as her guest on the show. Dan Slater is an actuary and income adviser and joins Cathy on the show to share his experience with annuities and discuss some of the ways to maximize their use in a solid financial plan. Read More
Tuesday, December 16th, 2014 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos
Solid financial advice doesn’t necessarily have to come from a financial guru, but sometimes comes in ways you least expect it. Tom Landry and other football giants share their wisdom on finance by relating it to the game of football. Tom Landry once said, “Setting a goal is not the main thing, it is deciding how you will go about achieving it and staying with that plan.”
This is true on so many levels. Planning a budget is simple, but sticking with the budget is not quite that easy. Planning finances is like planning a good football strategy. Make the plan, stick to it, and do not turn back.
Fox 4 News’ Jenny Anchondo interviews our own Cathy DeWitt Dunn where she applies quotes from football greats into sound financial advice. Read More
Monday, September 9th, 2013 and is filed under Uncategorized
You’re probably well aware that raising a kid comes with a hefty price tag. But did you know that price tag is a whopping $300,000 for each and every child? And this doesn’t even include college! That’s right, a recent U.S. Department of Agriculture report delivered some sticker shock when it comes to adding up all the expenses involved with being a parent. While housing is by far the largest expense, small items like ice cream cones, ball caps, and toothbrushes really add up over the course of 17 years.
Here are some smart tips to help you be financially prepared for kids. Read More
Wednesday, June 19th, 2013 and is filed under Uncategorized
We’ve certainly seen our share of tragedy across the United States in recent months. The horrific explosion in West, Texas, the deadly tornado in Moore, Oklahoma, and devastating fires in Colorado are just three examples.
These disasters in our own backyard can wreak havoc on our lives in so many horrific ways – emotionally, financially, and psychologically.
Unfortunately, a lot of us live by the old adage “oh, it won’t happen to me”. But here’s a nugget to gnaw on – Mother Nature doesn’t have a bullet with your name on it; she has millions of bullets inscribed with ‘to whom it may concern.’ Industrial accidents like the West explosion are even more random…but if it can happen in West, something similar can happen just about anywhere.
Getting caught off guard is never pleasant, so we need to plan for the worst. Read More
Wednesday, May 1st, 2013 and is filed under Retirement Income Annuities, Uncategorized
In these uncertain economic times, I am here to keep you up to date with the latest and best information on retirement income planning.
Technology enables us to reach a lot of people, but nothing takes the place of meeting our subscribers and listeners in person. That is why we have decided to launch a series of live workshops in the DFW area.
We invite you to attend our free workshop,
“MYTHBUSTERS: Annuity Edition” Read More
Wednesday, April 10th, 2013 and is filed under Uncategorized, Videos
Financial Advisor & Retirement Income Planning Expert, David Hollander on NBC Bay Area discussing Power Ball and what to do if you win.
Although the odds are not in your favor, what do you do if you win the Power Ball lotto? David explains diversification is the key when it comes to a windfall. Read More
Friday, March 22nd, 2013 and is filed under Retirement Income Annuities, Uncategorized
DeWitt & Dunn, LLC strengthens retirement income planning foothold in Northern California
DALLAS, TX – March 22, 2013 – DeWitt & Dunn, LLC, a financial services company serving consumers nationwide, welcomes David Hollander, Esq. to its family of retirement income planning experts featured on www.AnnuityWatchUSA.com. Mr. Hollander is a registered investment advisor specializing in assisting individuals and families with increasing income, lowering taxation, preserving principal and maximizing assets. With offices in Oakland, California, Mr. Hollander serves the entire Northern California Bay Area including San Francisco, Berkley, and surrounding communities. Read More