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Our 7 Point Retirement Planning Checklist Has You Covered

Friday, June 16th, 2017 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos

Retirement Planning ChecklistDo 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.

Without a retirement planning checklist or detailed plan in place, it is extremely difficult to feel confident about retiring. You can’t have confidence in something that doesn’t exist.

Did you know that only 18 percent of the American workforce feels very confident in their retirement plan? Read More

2016 Financial Questions Answered

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

Football and Finances

Tuesday, December 16th, 2014 and is filed under Annuity News, Financial Planning Tips, Retirement Income Annuities, Videos

Tom Landry on Football and FinancesSolid 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

Holiday Financial Planning Tips

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

Financial Planning Tips for the Holidays

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

2014 Financial Planning Tips

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

Financial Planning Tips for 2014 – August

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

Financial Planning Tips for 2014 ~ July

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

Financial Planning Tips for 2014 – June

Tuesday, June 10th, 2014 and is filed under Financial Planning Tips, Videos

Protect Yourself!

With severe weather season approaching, now is the time to make sure you have the insurance policies that you really need. Look at your homeowners, renters and auto insurance, but don’t forget life insurance as well. Being underinsured can put your family and your finances at risk. Read More

Financial Planning Tips for 2014 – May

Friday, May 30th, 2014 and is filed under Financial Planning Tips

Time for a financial spring cleaning

Take a good look at your assets – is there money in an old account that should be moved? Do you have money in a low-interest savings account that could be put to better use? Make sure you have a well-thought out financial plan and you are maximizing savings for retirement. Read More