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Want to retire happy?

Monday, October 6th, 2014 and is filed under Uncategorized, Videos

Whether retirement is a couple years or a couple decades away, most people worry about one thing- will I have enough money to last until I die? But a happy retirement is about more than money.

Here’s our own Cathy DeWitt Dunn as seen of Fox 4 Good Day in Dallas discussing tips on how to retire happy with Jenny Anchondo. Read More

What You Don’t Know About Equity Indexed Annuities Could Hurt You

Monday, April 28th, 2014 and is filed under Retirement Income Annuities, Uncategorized

In the past couple of decades, annuities have become more popular with financial advisors and retirees for retirement planning. In many cases, annuities can be a valued part of a well-diversified portfolio. However, there are also many characteristics of annuities that can make them undesirable or even hurtful in retirement planning. Annuities have evolved from simple pension replacement plans and CD alternative types of investments to include complicated investment vehicles that many advisors claim to deliver gains regardless of market performance. Often, it’s the claim of market returns without risk of loss that draws the prospective investor in for a closer look. Read More