Thursday, September 28th, 2017 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities
As you explore your retirement options, you’ll likely encounter more than a few investment strategies.
Whether you’re close to retirement age or years away from it, making smart decisions at the onset is critical to reaping the most reward when that time comes.
Yet, with so many choices and so much jargon surrounding the industry, it can be difficult to determine exactly which path is the best one for you. From different types of annuities to IRAs and 401(k)s, there’s no shortage of places to put your money — if you can discern which place is best.
That might be why, according to a new survey, Americans revealed they’re less confident about their retirement earnings today than they were just one year ago.
One way to boost that assurance? Learn as much as you can about the choices you’re presented.
So let’s start simple. Read More
Friday, August 18th, 2017 and is filed under Financial Planning Tips, Videos
If you are cringing every time you open your bills every single month, well, you’re definitely not alone. According to a new report from the Federal Reserve Bank of New York, Americans’ debt level has hit a new record high. Total U.S. household debt has hit nearly $13 trillion in the most recent quarter. That is up over $500 billion over the same time last year. Well, that study also found that the average American is about $37,000 in debt. So 1 in 10 Americans are more than $100,000 in debt, and that’s not even including your mortgage. Credit card debt is also at a record high. According to the Federal Reserve, U.S. households collectedly have more than $1 trillion in credit card debt. Read More
Friday, June 16th, 2017 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos
Do you have a retirement planning checklist that is up-to-date? Unfortunately, most people don’t, and what’s worse, they don’t even have a retirement plan in the first place. Here is our 7-point retirement planning checklist: Read More
Wednesday, January 6th, 2016 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos
Fox 4 News anchor, Jenny Anchondo interviews financial expert, Cathy DeWitt Dunn to help Fox viewers get their finances ready for 2016. Viewers were given the opportunity to have their questions answered on-air by Cathy.
Jenny and Cathy discuss topics such as banks, FDIC insurance, real estate investing, mortgage rate projections, annuities, and more.
Cathy also gives two hot financial tips for 2016. Find out what they are and how they can help you and your finances! 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, December 1st, 2014 and is filed under Financial Planning Tips
December Financial Planning Tip: Look to the future!
The month of December is a good time to take a look at your financial progress over the last year and start planning your financial goals for 2015. What were your successes? Any failures? Writing down your goals makes them more concrete and easier to track throughout the year. Read More
Monday, November 24th, 2014 and is filed under Financial Planning Tips, Uncategorized
November Financial Planning Tip: Get on the same page!
It is so important for adult children and their parents to be on the same page financially. The Thanksgiving holiday may seem like a strange time for that discussion, but it may be the only time the whole family is under the same roof. Click here for a checklist of important financial information that you should make sure to discuss. Read More
Tuesday, September 9th, 2014 and is filed under Financial Planning Tips
September Financial Planning Tip: Get Organized!
Keeping all of your financial paperwork in one place can help you stay on track with your financial goals. If possible, move your documents into an online system, or keep a file with tabs for bank statements, retirement paperwork and credit reports. Remember to keep important documents like birth and marriage certificates and social security cards in their own separate file. Read More
Thursday, August 28th, 2014 and is filed under Financial Planning Tips
August: Is your bank hurting your budget?
Take some time to shop around for a bank that better fits your needs. Consider what fees you’re paying and the accessibility to ATMs. There are lots of tools online that will help you compare different banks. Read More
Tuesday, July 15th, 2014 and is filed under Financial Planning Tips, Videos
Check your credit reports
One in five people have errors on their credit reports. I advise my clients to check their credit reports once a year and dispute any errors they find. I’ll make it easy – click here to get your free credit report now. Read More